Raymond James Financial Inc Innovator Etfs Tr Transaction History

Raymond James Financial Inc

$264 Billion
Q4 2024

A detailed history of Raymond James Financial Inc transactions in Innovator Etfs Tr stock. As of the latest transaction made, Raymond James Financial Inc holds 794,745 shares of BALT stock, worth $25.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

794,745

Holding current value

$25.1 Million

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$30.76 - $31.55 $24.4 Million - $25.1 Million	794,745 New	794,745 $25 Million

Others Institutions Holding BALT

# of Institutions

157

Shares Held

21.5M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.1 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.59M
Shares

$50.1 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.22M
Shares

$38.4 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.11M
Shares

$35 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

767K
Shares

$24.2 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Inc with notifications on news.

Account

Raymond James Financial Inc Innovator Etfs Tr Transaction History