Worth Pointe, LLC Innovator Etfs Tr Transaction History

Worth Pointe, LLC

  • $241 Million
  • Q4 2024

A detailed history of Worth Pointe, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Worth Pointe, LLC holds 8,028 shares of BALT stock, worth $252,079. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,028
Previous 13,736 41.56%
Holding current value
$252,079
Previous $423,000 40.43%
% of portfolio
0.1%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$30.76 - $31.55 $175,578 - $180,087
-5,708 Reduced 41.56%
8,028 $252,000
Q3 2024

Nov 13, 2024
BUY
$29.76 - $30.83 $19,046 - $19,731
640 Added 4.89%
13,736 $423,000
Q2 2024

Aug 13, 2024
BUY
$28.96 - $30.04 $379,260 - $393,403
13,096 New
13,096 $393,000

Others Institutions Holding BALT

# of Institutions
176
Shares Held
21.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track Worth Pointe, LLC Portfolio

Follow Worth Pointe, 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 Worth Pointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Pointe, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email