Arete Wealth Advisors, LLC Innovator Etfs Tr Transaction History

Arete Wealth Advisors, LLC

  • $1.22 Billion
  • Q2 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 12,150 shares of BALT stock, worth $375,192. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,150
Previous 10,150 19.7%
Holding current value
$375,192
Previous $296,000 23.31%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$28.96 - $30.04 $57,920 - $60,080
2,000 Added 19.7%
12,150 $365,000
Q1 2024

May 15, 2024
BUY
$28.46 - $29.26 $288,869 - $296,989
10,150 New
10,150 $296,000

Others Institutions Holding BALT

# of Institutions
124
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email