Core Wealth Advisors, Inc. Innovator Etfs Tr Transaction History

Core Wealth Advisors, Inc.

  • $291 Million
  • Q2 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 82,770 shares of BALT stock, worth $2.56 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
82,770
Previous 13,425 516.54%
Holding current value
$2.56 Million
Previous $392,000 533.93%
% of portfolio
0.85%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$28.96 - $30.04 $2.01 Million - $2.08 Million
69,345 Added 516.54%
82,770 $2.49 Million
Q1 2024

May 15, 2024
BUY
$28.46 - $29.26 $233,229 - $239,785
8,195 Added 156.69%
13,425 $392,000
Q4 2023

Feb 14, 2024
BUY
$27.69 - $28.57 $144,818 - $149,421
5,230 New
5,230 $149,000

Others Institutions Holding BALT

# of Institutions
124
Shares Held
14.3M
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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