Personal Cfo Solutions, LLC Innovator Etfs Tr Transaction History
Personal Cfo Solutions, LLC
- $636 Million
- Q2 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 303,808 shares of BALT stock, worth $9.36 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
303,808
Previous 289,889
4.8%
Holding current value
$9.36 Million
Previous $8.48 Million
7.56%
% of portfolio
1.43%
Previous 1.41%
Shares
6 transactions
Others Institutions Holding BALT
# of Institutions
121Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52.1 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.2 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.2 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