Worth Pointe, LLC Innovator Etfs Tr Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
A detailed history of Worth Pointe, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Worth Pointe, LLC holds 8,028 shares of BALT stock, worth $249,991. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,028
Previous 13,736
41.56%
Holding current value
$249,991
Previous $423,000
40.43%
% of portfolio
0.1%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
161Shares Held
22.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$95.9 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.59MShares$49.5 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$37.9 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$34.6 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$24.7 Million0.01% of portfolio