Oliver Lagore Vanvalin Investment Group Innovator Etfs Tr Transaction History
Oliver Lagore Vanvalin Investment Group
- $337 Million
- Q2 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 75,947 shares of BALT stock, worth $2.33 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
75,947
Previous 131,585
42.28%
Holding current value
$2.33 Million
Previous $3.85 Million
40.78%
% of portfolio
0.68%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
121Shares Held
13.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$51.9 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.1 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.1 Million0.09% of portfolio
-
Brookstone Capital Management637KShares$19.6 Million0.36% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH610KShares$18.8 Million2.03% of portfolio