Bison Wealth, LLC Innovator Etfs Tr Transaction History
Bison Wealth, LLC
- $383 Million
- Q4 2024
A detailed history of Bison Wealth, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Bison Wealth, LLC holds 41,232 shares of BALT stock, worth $1.36 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
41,232
Previous 23,768
73.48%
Holding current value
$1.36 Million
Previous $732,000
76.91%
% of portfolio
0.34%
Previous 0.13%
Shares
3 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