Trek Financial, LLC Innovator Etfs Tr Transaction History
Trek Financial, LLC
- $1.24 Billion
- Q3 2024
A detailed history of Trek Financial, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Trek Financial, LLC holds 126,589 shares of BALT stock, worth $4.02 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
126,589
Previous 122,783
3.1%
Holding current value
$4.02 Million
Previous $3.69 Million
5.83%
% of portfolio
0.31%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding BALT
# of Institutions
136Shares Held
20.5MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.7 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.4 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.6 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio