Comprehensive Financial Planning, Inc./Pa Innovator Etfs Tr Transaction History

Comprehensive Financial Planning, Inc./Pa

$146 Billion
Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Innovator Etfs Tr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 59,939 shares of BALT stock, worth $1.98 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

59,939

Previous 58,795 1.95%

Holding current value

$1.98 Million

Previous $1.89 Billion 4.3%

% of portfolio

1.35%

Previous 1.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$32.11 - $32.82 $36,733 - $37,546	1,144 Added 1.95%	59,939 $1.97 Billion
Q2 2025 Aug 08, 2025	BUY	$30.33 - $32.1 $40,126 - $42,468	1,323 Added 2.3%	58,795 $1.89 Billion
Q1 2025 May 09, 2025	SELL	$31.31 - $31.89 $17,502 - $17,826	-559 Reduced 0.96%	57,472 $1.8 Billion
Q4 2024 Jan 28, 2025	BUY	$30.76 - $31.55 $1.79 Million - $1.83 Million	58,031 New	58,031 $1.82 Billion

Others Institutions Holding BALT

# of Institutions

236

Shares Held

38.8M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker BALT

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Comprehensive Financial Planning, Inc./Pa Innovator Etfs Tr Transaction History