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 $3.6 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
109,187
Previous 100,056
9.13%
Holding current value
$3.6 Million
Previous $3.14 Million
11.42%
% of portfolio
1.33%
Previous 0.85%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
236Shares Held
38.8MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.65MShares$87.3 Million7.84% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.33MShares$76.9 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.1MShares$69.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.83MShares$60.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.25MShares$41.1 Million0.05% of portfolio