4 J Wealth Management LLC Innovator Etfs Tr Transaction History
4 J Wealth Management LLC
- $125 Million
- Q4 2025
A detailed history of 4 J Wealth Management LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, 4 J Wealth Management LLC holds 7,036 shares of BALT stock, worth $232,117. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,036
Previous 145,643
95.17%
Holding current value
$232,117
Previous $4.78 Million
95.15%
% of portfolio
0.19%
Previous 3.88%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
241Shares Held
38.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.65MShares$87.3 Million7.84% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.33MShares$76.9 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.1MShares$69.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.83MShares$60.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.25MShares$41.1 Million0.05% of portfolio