Arete Wealth Advisors, LLC Innovator Etfs Tr Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

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 20,750 shares of BALT stock, worth $684,542. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,750
Previous 23,080 10.1%
Holding current value
$684,542
Previous $740,000 7.97%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$32.11 - $32.82 $74,816 - $76,470
-2,330 Reduced 10.1%
20,750 $681,000
Q2 2025

Aug 14, 2025
SELL
$30.33 - $32.1 $145,371 - $153,855
-4,793 Reduced 17.2%
23,080 $740,000
Q1 2025

May 15, 2025
BUY
$31.31 - $31.89 $492,287 - $501,406
15,723 Added 129.41%
27,873 $875,000
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
236
Shares Held
38.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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