Sequent Planning LLC Innovator Etfs Tr Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Sequent Planning LLC holds 25,793 shares of BALT stock, worth $850,911. This represents 0.24% of its overall portfolio holdings.

Number of Shares

25,793

Holding current value

$850,911

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$32.11 - $32.82 $828,213 - $846,526	25,793 New	25,793 $847 Million

Others Institutions Holding BALT

# of Institutions

236

Shares Held

38.8M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

2.65M
Shares

$87.3 Million
7.84% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.33M
Shares

$76.9 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.1M
Shares

$69.4 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$60.2 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.25M
Shares

$41.1 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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