Wealthquest Corp Innovator Etfs Tr Transaction History
Wealthquest Corp
- $948 Million
- Q4 2024
A detailed history of Wealthquest Corp transactions in Innovator Etfs Tr stock. As of the latest transaction made, Wealthquest Corp holds 3,079,887 shares of BALT stock, worth $97.4 Million. This represents 10.21% of its overall portfolio holdings.
Number of Shares
3,079,887
Previous 2,058,401
49.63%
Holding current value
$97.4 Million
Previous $63.5 Million
52.49%
% of portfolio
10.21%
Previous 7.07%
Shares
10 transactions
Others Institutions Holding BALT
# of Institutions
134Shares Held
19.1MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.72MShares$54.5 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.3 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.4 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.6 Million0.05% of portfolio
-
Crown Wealth Group, LLC620KShares$19.6 Million9.05% of portfolio