Beacon Financial Group Innovator Etfs Tr Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Innovator Etfs Tr stock. As of the latest transaction made, Beacon Financial Group holds 117,694 shares of BALT stock, worth $3.88 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
117,694
Previous 109,725
7.26%
Holding current value
$3.88 Million
Previous $3.52 Million
9.75%
% of portfolio
0.41%
Previous 0.39%
Shares
4 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