Worth Pointe, LLC Innovator Etfs Tr Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
A detailed history of Worth Pointe, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Worth Pointe, LLC holds 13,736 shares of BALT stock, worth $435,980. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,736
Previous 13,096
4.89%
Holding current value
$435,980
Previous $393,000
7.63%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
144Shares Held
19.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.8 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.6 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio
-
Compass Advisory Group LLC655KShares$20.8 Million9.82% of portfolio