Beacon Financial Group Innovator Etfs Tr Transaction History
Beacon Financial Group
- $869 Million
- Q1 2025
A detailed history of Beacon Financial Group transactions in Innovator Etfs Tr stock. As of the latest transaction made, Beacon Financial Group holds 74,843 shares of BALT stock, worth $2.33 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
74,843
Previous 17,886
318.44%
Holding current value
$2.33 Million
Previous $561,000
318.54%
% of portfolio
0.27%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
161Shares Held
22.5MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$95.9 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.59MShares$49.5 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$37.9 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$34.6 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$24.7 Million0.01% of portfolio