Vestia Personal Wealth Advisors Innovator Etfs Tr Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 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 $255,760. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,058
Previous 8,058
-0.0%
Holding current value
$255,760
Previous $248 Million
1.91%
% of portfolio
0.21%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
144Shares Held
19.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.8 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.6 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio
-
Compass Advisory Group LLC655KShares$20.8 Million9.82% of portfolio