New Wave Wealth Advisors LLC Innovator Etfs Tr Transaction History
New Wave Wealth Advisors LLC
- $231 Billion
- Q3 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 47,840 shares of BALT stock, worth $1.58 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
47,840
Previous 47,840
-0.0%
Holding current value
$1.58 Million
Previous $1.53 Billion
-0.0%
% of portfolio
0.66%
Previous 0.65%
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