Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 05, 2024

SELL
$27.69 - $28.57 $23,508 - $24,255
-849 Reduced 5.29%
15,198 $434 Million
Q3 2023

Nov 01, 2023

SELL
$27.8 - $28.21 $61,299 - $62,203
-2,205 Reduced 12.08%
16,047 $446 Million
Q2 2023

Jul 31, 2023

SELL
$27.19 - $27.89 $6,797 - $6,972
-250 Reduced 1.35%
18,252 $509 Million
Q1 2023

May 10, 2023

SELL
$26.55 - $27.23 $27,426 - $28,128
-1,033 Reduced 5.29%
18,502 $504 Million
Q4 2022

Feb 16, 2023

BUY
$26.12 - $26.59 $510,254 - $519,435
19,535 New
19,535 $527 Million

Others Institutions Holding BALT

About INNOVATOR ETFS TR


  • Ticker BALT
More about BALT
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.