Partners Wealth Management, LLC Innovator Etfs Tr Transaction History

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Partners Wealth Management, LLC holds 14,603 shares of BALT stock, worth $481,752. This represents 0.47% of its overall portfolio holdings.

Number of Shares
14,603
Previous 18,520 21.15%
Holding current value
$481,752
Previous $581 Million 17.57%
% of portfolio
0.47%
Previous 0.66%

Shares

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

Oct 29, 2025
SELL
$32.11 - $32.82 $125,774 - $128,555
-3,917 Reduced 21.15%
14,603 $479 Million
Q1 2025

Apr 17, 2025
BUY
$31.31 - $31.89 $151,790 - $154,602
4,848 Added 35.46%
18,520 $581 Million
Q4 2024

Feb 04, 2025
BUY
$30.76 - $31.55 $420,550 - $431,351
13,672 New
13,672 $430 Million

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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