A detailed history of Keystone Financial Group, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 6,648 shares of BALT stock, worth $219,317. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,648
Previous 11,510 42.24%
Holding current value
$219,317
Previous $378 Million 41.03%
% of portfolio
0.12%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

SELL
$32.7 - $33.07 $158,987 - $160,786
-4,862 Reduced 42.24%
6,648 $223 Million
Q3 2025

Oct 20, 2025

SELL
$32.11 - $32.82 $95,559 - $97,672
-2,976 Reduced 20.54%
11,510 $378 Million
Q2 2025

Jul 21, 2025

SELL
$30.33 - $32.1 $321,892 - $340,677
-10,613 Reduced 42.28%
14,486 $467 Million
Q1 2025

May 07, 2025

BUY
$31.31 - $31.89 $785,849 - $800,407
25,099 New
25,099 $791 Million

Others Institutions Holding BALT

About INNOVATOR ETFS TR


  • Ticker BALT
More about BALT
Track This Portfolio

Track Keystone Financial Group, Inc. Portfolio

Follow Keystone Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group, Inc. with notifications on news.