Palumbo Wealth Management LLC Innovator Etfs Tr Transaction History

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025

A detailed history of Palumbo Wealth Management LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 42,462 shares of BALT stock, worth $1.39 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
42,462
Previous 29,421 44.33%
Holding current value
$1.39 Million
Previous $923,000 47.56%
% of portfolio
0.44%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$30.33 - $32.1 $395,533 - $418,616
13,041 Added 44.33%
42,462 $1.36 Million
Q1 2025

Apr 22, 2025
BUY
$31.31 - $31.89 $698,150 - $711,083
22,298 Added 313.04%
29,421 $923,000
Q4 2024

Jan 30, 2025
BUY
$30.76 - $31.55 $219,103 - $224,730
7,123 New
7,123 $223,000

Others Institutions Holding BALT

# of Institutions
206
Shares Held
33.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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