Brown Wealth Management, LLC Innovator Etfs Tr Transaction History

Brown Wealth Management, LLC

  • $356 Billion
  • Q3 2025

A detailed history of Brown Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Brown Wealth Management, LLC holds 144,239 shares of BALT stock, worth $4.76 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
144,239
Previous 133,494 8.05%
Holding current value
$4.76 Million
Previous $4.28 Billion 10.54%
% of portfolio
1.33%
Previous 1.33%

Shares

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

Nov 04, 2025
BUY
$32.11 - $32.82 $345,021 - $352,650
10,745 Added 8.05%
144,239 $4.73 Billion
Q2 2025

Aug 11, 2025
SELL
$30.33 - $32.1 $13,739 - $14,541
-453 Reduced 0.34%
133,494 $4.28 Billion
Q1 2025

May 07, 2025
SELL
$31.31 - $31.89 $132,629 - $135,086
-4,236 Reduced 3.07%
133,947 $4.2 Billion
Q4 2024

Feb 13, 2025
BUY
$30.76 - $31.55 $1.06 Million - $1.08 Million
34,361 Added 33.1%
138,183 $4.34 Billion
Q3 2024

Nov 14, 2024
BUY
$29.76 - $30.83 $3.09 Million - $3.2 Million
103,822 New
103,822 $3.2 Billion

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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