Palumbo Wealth Management LLC Innovator Etfs Tr Transaction History

Palumbo Wealth Management LLC

  • $370 Million
  • Q3 2025

A detailed history of Palumbo Wealth Management LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 63,692 shares of BALT stock, worth $2.1 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
63,692
Previous 42,462 50.0%
Holding current value
$2.1 Million
Previous $1.36 Million 53.45%
% of portfolio
0.57%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$32.11 - $32.82 $681,695 - $696,768
21,230 Added 50.0%
63,692 $2.09 Million
Q2 2025

Jul 15, 2025
BUY
$30.33 - $32.1 $395,533 - $418,616
13,041 Added 44.33%
42,462 $1.36 Million
Q1 2025

Apr 22, 2025
BUY
$31.31 - $31.89 $698,150 - $711,083
22,298 Added 313.04%
29,421 $923,000
Q4 2024

Jan 30, 2025
BUY
$30.76 - $31.55 $219,103 - $224,730
7,123 New
7,123 $223,000

Others Institutions Holding BALT

# of Institutions
236
Shares Held
38.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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