U.S. Capital Wealth Advisors, LLC Innovator Etfs Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.41 Billion
- Q1 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 27,175 shares of BALT stock, worth $816,065. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,175
Previous 29,445
7.71%
Holding current value
$816,065
Previous $841,000
5.47%
% of portfolio
0.03%
Previous 0.04%
Shares
4 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