O'Shaughnessy Asset Management, LLC Innovator Etfs Tr Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 35,184 shares of BALT stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
35,184
Previous 35,184
-0.0%
Holding current value
$1.12 Million
Previous $1.08 Million
1.94%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
148Shares Held
20.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.8 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$38.7 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$35.2 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$25.2 Million0.01% of portfolio