River Tree Advisors, LLC Innovator Etfs Tr Transaction History
River Tree Advisors, LLC
- $140 Million
- Q1 2024
A detailed history of River Tree Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, River Tree Advisors, LLC holds 64,710 shares of BALT stock, worth $1.94 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
64,710
Previous 66,818
3.15%
Holding current value
$1.94 Million
Previous $1.91 Million
0.79%
% of portfolio
1.35%
Previous 1.38%
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