Wealth Advisory Solutions, LLC Innovator Etfs Tr Transaction History

Wealth Advisory Solutions, LLC

  • $425 Million
  • Q4 2025

A detailed history of Wealth Advisory Solutions, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 39,720 shares of BALT stock, worth $1.31 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
39,720
Previous 30,393 30.69%
Holding current value
$1.31 Million
Previous $997,000 31.39%
% of portfolio
0.31%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$32.7 - $33.07 $304,992 - $308,443
9,327 Added 30.69%
39,720 $1.31 Million
Q3 2025

Oct 27, 2025
BUY
$32.11 - $32.82 $79,889 - $81,656
2,488 Added 8.92%
30,393 $997,000
Q2 2025

Jul 14, 2025
SELL
$30.33 - $32.1 $23,839 - $25,230
-786 Reduced 2.74%
27,905 $895,000
Q1 2025

Apr 30, 2025
BUY
$31.31 - $31.89 $315,385 - $321,227
10,073 Added 54.1%
28,691 $900,000
Q4 2024

Feb 06, 2025
BUY
$30.76 - $31.55 $125,100 - $128,313
4,067 Added 27.95%
18,618 $584,000
Q3 2024

Oct 21, 2024
SELL
$29.76 - $30.83 $3,035 - $3,144
-102 Reduced 0.7%
14,551 $448,000
Q2 2024

Jul 26, 2024
SELL
$28.96 - $30.04 $1,100 - $1,141
-38 Reduced 0.26%
14,653 $440,000
Q1 2024

Apr 23, 2024
BUY
$28.46 - $29.26 $418,105 - $429,858
14,691 New
14,691 $429,000
Q3 2023

Feb 07, 2024
SELL
$27.8 - $28.21 $442,993 - $449,526
-15,935 Reduced 60.09%
10,582 $294,000
Q2 2023

Aug 07, 2023
BUY
$27.19 - $27.89 $720,997 - $739,559
26,517 New
26,517 $739,000

Others Institutions Holding BALT

# of Institutions
240
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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