Visionary Wealth Advisors Innovator Etfs Tr Transaction History
Visionary Wealth Advisors
- $1.44 Billion
- Q1 2024
A detailed history of Visionary Wealth Advisors transactions in Innovator Etfs Tr stock. As of the latest transaction made, Visionary Wealth Advisors holds 82,599 shares of BALT stock, worth $2.48 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
82,599
Previous 44,318
86.38%
Holding current value
$2.48 Million
Previous $1.27 Million
90.84%
% of portfolio
0.17%
Previous 0.1%
Shares
9 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