Insight Wealth Partners, LLC Innovator Etfs Tr Transaction History
Insight Wealth Partners, LLC
- $692 Million
- Q3 2025
A detailed history of Insight Wealth Partners, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 24,662 shares of BALT stock, worth $813,599. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,662
Previous 19,207
28.4%
Holding current value
$813,599
Previous $616,000
31.33%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
240Shares Held
38.9MCall 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