Palumbo Wealth Management LLC Innovator Etfs Tr Transaction History
Palumbo Wealth Management LLC
- $259 Million
- Q4 2024
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 7,123 shares of BALT stock, worth $223,519. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,123Holding current value
$223,519% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
157Shares Held
21.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$96.6 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.59MShares$49.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$38.2 Million0.1% of portfolio
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Commonwealth Equity Services, LLC1.11MShares$34.8 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL795KShares$24.9 Million0.01% of portfolio