Consolidated Planning Corp Innovator Etfs Tr Transaction History
Consolidated Planning Corp
- $845 Million
- Q3 2025
A detailed history of Consolidated Planning Corp transactions in Innovator Etfs Tr stock. As of the latest transaction made, Consolidated Planning Corp holds 377,142 shares of BALT stock, worth $12.4 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
377,142
Previous 367,244
2.7%
Holding current value
$12.4 Million
Previous $11.8 Million
5.06%
% of portfolio
1.46%
Previous 1.66%
Shares
2 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