Vestia Personal Wealth Advisors Innovator Etfs Tr Transaction History

Vestia Personal Wealth Advisors

$106 Billion
Q3 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Innovator Etfs Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 8,058 shares of BALT stock, worth $249,717. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,058

Holding current value

$249,717

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$29.76 - $30.83 $239,806 - $248,428	8,058 New	8,058 $248 Million

Others Institutions Holding BALT

# of Institutions

127

Shares Held

14.6M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.72M
Shares

$53.4 Million
0.02% of portfolio
Wealthquest Corp Cincinnati, OH

1.37M
Shares

$42.4 Million
6.47% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.17M
Shares

$36.4 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$32.9 Million
0.05% of portfolio
Brookstone Capital Management

624K
Shares

$19.3 Million
0.32% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Vestia Personal Wealth Advisors Innovator Etfs Tr Transaction History