Waller Financial Planning Group, Inc Innovator Etfs Tr Transaction History
Waller Financial Planning Group, Inc
- $403 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
120Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.1 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.1 Million0.09% of portfolio
-
Brookstone Capital Management637KShares$19.6 Million0.36% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH610KShares$18.8 Million2.03% of portfolio