Oliver Lagore Vanvalin Investment Group Innovator Etfs Tr Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 2024
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 92,427 shares of BALT stock, worth $2.89 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
92,427
Previous 75,947
21.7%
Holding current value
$2.89 Million
Previous $2.28 Million
24.96%
% of portfolio
0.79%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
127Shares Held
16.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.72MShares$53.8 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.6 Million1.15% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.7 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.6 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.1 Million0.05% of portfolio