Steward Partners Investment Advisory, LLC Innovator Etfs Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 7,847 shares of BALT stock, worth $245,297. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,847
Previous 5,229 50.07%
Holding current value
$245,297
Previous $157,000 53.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$29.76 - $30.83 $77,911 - $80,712
2,618 Added 50.07%
7,847 $241,000
Q2 2024

Aug 08, 2024
BUY
$28.96 - $30.04 $53,489 - $55,483
1,847 Added 54.61%
5,229 $157,000
Q1 2024

May 15, 2024
SELL
$28.46 - $29.26 $29,797 - $30,635
-1,047 Reduced 23.64%
3,382 $98,000
Q4 2023

Feb 12, 2024
BUY
$27.69 - $28.57 $122,639 - $126,536
4,429 New
4,429 $126,000

Others Institutions Holding BALT

# of Institutions
130
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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