Advyzon Investment Management, LLC Innovator Etfs Tr Transaction History
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
A detailed history of Advyzon Investment Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 17,987 shares of BALT stock, worth $593,391. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,987
Previous 16,246
10.72%
Holding current value
$593,391
Previous $521 Million
13.27%
% of portfolio
0.1%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
236Shares Held
38.8MCall 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