Swmg, LLC Innovator Etfs Tr Transaction History

Swmg, LLC

$242 Million
Q4 2024

A detailed history of Swmg, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Swmg, LLC holds 24,861 shares of BALT stock, worth $788,093. This represents 0.32% of its overall portfolio holdings.

Number of Shares

24,861

Previous 24,861 -0.0%

Holding current value

$788,093

Previous $766,000 1.96%

% of portfolio

0.32%

Previous 0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$29.76 - $30.83 $739,863 - $766,464	24,861 New	24,861 $766,000

Others Institutions Holding BALT

# of Institutions

145

Shares Held

19.7M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.6 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.5 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.6 Million
0.05% of portfolio
Compass Advisory Group LLC

655K
Shares

$20.8 Million
9.82% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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