Vestia Personal Wealth Advisors Innovator Etfs Tr Transaction History

Vestia Personal Wealth Advisors

  • $197 Billion
  • Q4 2025

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 13,920 shares of BALT stock, worth $459,220. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,920
Previous 13,920 -0.0%
Holding current value
$459,220
Previous $457 Million 2.44%
% of portfolio
0.24%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$32.11 - $32.82 $188,228 - $192,390
5,862 Added 72.75%
13,920 $457 Million
Q3 2024

Nov 04, 2024
BUY
$29.76 - $30.83 $239,806 - $248,428
8,058 New
8,058 $248 Million

Others Institutions Holding BALT

# of Institutions
242
Shares Held
38.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email