Oliver Lagore Vanvalin Investment Group Innovator Etfs Tr Transaction History
Oliver Lagore Vanvalin Investment Group
- $263 Million
- Q2 2025
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Innovator Etfs Tr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 109,187 shares of BALT stock, worth $3.57 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
109,187
              Previous 100,056
              
        
           9.13%
        
      
          
        Holding current value
$3.57 Million
            Previous $3.14 Million
            
        
           11.42%
        
      
          
        % of portfolio
1.33%
            Previous 0.85%
          
        Shares
	  5 transactions
	
  Others Institutions Holding BALT
# of Institutions
219Shares Held
35.4MCall Options Held
0Put Options Held
0- 
    
      Wealthquest Corp Cincinnati, OH3.15MShares$103 Million9.7% of portfolio
- 
    
      Advisor Group Holdings, Inc. Phoenix, AZ2.31MShares$75.5 Million0.14% of portfolio
- 
    
      Envestnet Asset Management Inc1.72MShares$56.2 Million0.02% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL1.69MShares$55.3 Million0.02% of portfolio
- 
    
      Cetera Investment Advisers Schaumburg, IL1.07MShares$35.1 Million0.06% of portfolio