Raymond James Financial Inc Innovator Etfs Tr Transaction History

Raymond James Financial Inc

$264 Billion
Q4 2024

A detailed history of Raymond James Financial Inc transactions in Innovator Etfs Tr stock. As of the latest transaction made, Raymond James Financial Inc holds 794,745 shares of BALT stock, worth $25.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

794,745

Holding current value

$25.2 Million

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$30.76 - $31.55 $24.4 Million - $25.1 Million	794,745 New	794,745 $25 Million

Others Institutions Holding BALT

# of Institutions

148

Shares Held

19.8M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.7 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54.7 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.6 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.7 Million
0.05% of portfolio
Compass Advisory Group LLC

655K
Shares

$20.8 Million
9.82% of portfolio

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About INNOVATOR ETFS TR

Ticker BALT

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Raymond James Financial Inc Innovator Etfs Tr Transaction History