Winnow Wealth LLC Innovator Etfs Tr Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Winnow Wealth LLC holds 158,327 shares of BALT stock, worth $5.22 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares

158,327

Holding current value

$5.22 Million

% of portfolio

4.09%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$32.11 - $32.82 $5.08 Million - $5.2 Million	158,327 New	158,327 $5.22 Billion
Q1 2025 Aug 26, 2025	BUY	$31.31 - $31.89 $4.37 Million - $4.45 Million	139,622 New	139,622 $4.38 Billion

Others Institutions Holding BALT

# of Institutions

236

Shares Held

38.8M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

2.65M
Shares

$87.3 Million
7.84% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.33M
Shares

$76.9 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.1M
Shares

$69.4 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$60.2 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.25M
Shares

$41.1 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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