Ptm Wealth Management, LLC Innovator Etfs Tr Transaction History

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Ptm Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 361,461 shares of BALT stock, worth $11.9 Million. This represents 6.84% of its overall portfolio holdings.

Number of Shares
361,461
Previous 338,888 6.66%
Holding current value
$11.9 Million
Previous $11.1 Billion 8.95%
% of portfolio
6.84%
Previous 6.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$32.7 - $33.07 $738,137 - $746,489
22,573 Added 6.66%
361,461 $12.1 Billion
Q3 2025

Oct 27, 2025
BUY
$32.11 - $32.82 $541,406 - $553,378
16,861 Added 5.24%
338,888 $11.1 Billion
Q2 2025

Jul 08, 2025
BUY
$30.33 - $32.1 $981,600 - $1.04 Million
32,364 Added 11.17%
322,027 $10.4 Billion
Q1 2025

May 07, 2025
BUY
$31.31 - $31.89 $9.07 Million - $9.24 Million
289,663 New
289,663 $8.79 Billion

Others Institutions Holding BALT

# of Institutions
237
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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