Diversify Advisory Services, LLC Innovator Etfs Tr Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 34,650 shares of BALT stock, worth $1.07 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
34,650
Previous 34,650
-0.0%
Holding current value
$1.07 Million
Previous $1.05 Billion
2.6%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
124Shares Held
14.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.3 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.2 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$32.8 Million0.05% of portfolio
-
Brookstone Capital Management624KShares$19.3 Million0.32% of portfolio