A detailed history of Stegent Equity Advisors, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 16,721 shares of BALT stock, worth $547,278. This represents 0.55% of its overall portfolio holdings.

Number of Shares
16,721
Previous 13,207 26.61%
Holding current value
$547,278
Previous $414,000 29.47%
% of portfolio
0.55%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$30.33 - $32.1 $106,579 - $112,799
3,514 Added 26.61%
16,721 $536,000
Q1 2025

Apr 30, 2025

BUY
$31.31 - $31.89 $413,511 - $421,171
13,207 New
13,207 $414,000

Others Institutions Holding BALT

About INNOVATOR ETFS TR


  • Ticker BALT
More about BALT
Track This Portfolio

Track Stegent Equity Advisors, Inc. Portfolio

Follow Stegent Equity Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stegent Equity Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegent Equity Advisors, Inc. with notifications on news.