Holos Integrated Wealth LLC Innovator Etfs Tr Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025

A detailed history of Holos Integrated Wealth LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 146,428 shares of BALT stock, worth $4.83 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
146,428
Previous 129,850 12.77%
Holding current value
$4.83 Million
Previous $4.07 Billion 16.56%
% of portfolio
2.86%
Previous 2.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$30.33 - $32.1 $502,810 - $532,153
16,578 Added 12.77%
146,428 $4.75 Billion
Q1 2025

Aug 08, 2025
BUY
$31.31 - $31.89 $4.07 Million - $4.14 Million
129,850 New
129,850 $4.07 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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