Wealthquest Corp Innovator Etfs Tr Transaction History
Wealthquest Corp
- $1.04 Billion
- Q2 2025
A detailed history of Wealthquest Corp transactions in Innovator Etfs Tr stock. As of the latest transaction made, Wealthquest Corp holds 3,153,269 shares of BALT stock, worth $102 Million. This represents 9.7% of its overall portfolio holdings.
Number of Shares
3,153,269
Previous 3,442,846
8.41%
Holding current value
$102 Million
Previous $108 Million
6.37%
% of portfolio
9.7%
Previous 11.51%
Shares
12 transactions
Others Institutions Holding BALT
# of Institutions
205Shares Held
32.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.72MShares$55.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.69MShares$54.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.45MShares$47.1 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.08MShares$35.2 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.07MShares$34.8 Million0.06% of portfolio