Kelly Financial Group LLC Innovator Etfs Tr Transaction History
Kelly Financial Group LLC
- $393 Billion
- Q4 2025
A detailed history of Kelly Financial Group LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Kelly Financial Group LLC holds 10,954 shares of BALT stock, worth $361,372. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,954
Previous 8,634
26.87%
Holding current value
$361,372
Previous $283 Million
29.54%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
241Shares Held
38.5MCall 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