O'Connor Financial Group LLC Innovator Etfs Tr Transaction History
O'Connor Financial Group LLC
- $227 Billion
- Q2 2025
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 20,110 shares of BALT stock, worth $652,368. This represents 0.29% of its overall portfolio holdings.
Number of Shares
20,110
Previous 19,632
2.43%
Holding current value
$652,368
Previous $616 Million
5.06%
% of portfolio
0.29%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
207Shares Held
32.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.44MShares$112 Million11.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.84MShares$59.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.78MShares$57.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc1.72MShares$55.7 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC1.08MShares$35.2 Million0.05% of portfolio