Whipplewood Advisors, LLC Innovator Etfs Tr Transaction History

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 68,538 shares of BALT stock, worth $2.17 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

68,538

Holding current value

$2.17 Million

% of portfolio

1.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$30.76 - $31.55 $2.11 Million - $2.16 Million	68,538 New	68,538 $2.15 Billion

Others Institutions Holding BALT

# of Institutions

145

Shares Held

19.7M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.6 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.5 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.6 Million
0.05% of portfolio
Compass Advisory Group LLC

655K
Shares

$20.8 Million
9.82% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Whipplewood Advisors, LLC Innovator Etfs Tr Transaction History