Ptm Wealth Management, LLC Innovator Etfs Tr Transaction History

Ptm Wealth Management, LLC

$95.1 Billion
Q1 2025

A detailed history of Ptm Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 289,663 shares of BALT stock, worth $9.28 Million. This represents 9.24% of its overall portfolio holdings.

Number of Shares

289,663

Holding current value

$9.28 Million

% of portfolio

9.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$31.31 - $31.89 $9.07 Million - $9.24 Million	289,663 New	289,663 $8.79 Billion

Others Institutions Holding BALT

# of Institutions

200

Shares Held

29.5M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.44M
Shares

$110 Million
11.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.84M
Shares

$59 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$58.8 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.78M
Shares

$56.9 Million
0.13% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.9 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Ptm Wealth Management, LLC Innovator Etfs Tr Transaction History