Pensionmark Financial Group, LLC Innovator Etfs Tr Transaction History
Pensionmark Financial Group, LLC
- $584 Million
- Q1 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 89,670 shares of BALT stock, worth $2.69 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
89,670
Previous 77,725
15.37%
Holding current value
$2.69 Million
Previous $2.22 Million
18.15%
% of portfolio
0.45%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
103Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.91MShares$57.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.41MShares$42.2 Million5.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ726KShares$21.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL667KShares$20 Million0.05% of portfolio
-
Brookstone Capital Management665KShares$20 Million0.39% of portfolio