Comprehensive Financial Planning, Inc./Pa Innovator Etfs Tr Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Innovator Etfs Tr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 58,031 shares of BALT stock, worth $1.84 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
58,031Holding current value
$1.84 Million% of portfolio
1.54%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
141Shares Held
19MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.7 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.6 Million0.1% of portfolio
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Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio
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Compass Advisory Group LLC655KShares$20.8 Million9.82% of portfolio