Vestia Personal Wealth Advisors Innovator Etfs Tr Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Innovator Etfs Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 8,058 shares of BALT stock, worth $254,068. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,058Holding current value
$254,068% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.8MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.9 Million7.07% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.3 Million0.02% of portfolio
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Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.1 Million1.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.3 Million0.1% of portfolio
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Commonwealth Equity Services, LLC1.06MShares$33.5 Million0.05% of portfolio