O'Connor Financial Group LLC Innovator Etfs Tr Transaction History
O'Connor Financial Group LLC
- $191 Billion
- Q4 2024
A detailed history of O'Connor Financial Group LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, O'Connor Financial Group LLC holds 18,288 shares of BALT stock, worth $578,449. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,288
Previous 18,074
1.18%
Holding current value
$578,449
Previous $557 Million
3.12%
% of portfolio
0.3%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
135Shares Held
19.7MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.4 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.5 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.3 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.4 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.6 Million0.05% of portfolio