Lee Johnson Capital Management, LLC Innovator Etfs Tr Transaction History
Lee Johnson Capital Management, LLC
- $259 Million
- Q4 2025
A detailed history of Lee Johnson Capital Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Lee Johnson Capital Management, LLC holds 821,980 shares of BALT stock, worth $27.1 Million. This represents 10.49% of its overall portfolio holdings.
Number of Shares
821,980
Previous 844,417
2.66%
Holding current value
$27.1 Million
Previous $27.7 Million
2.15%
% of portfolio
10.49%
Previous 9.26%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
240Shares Held
39MCall 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