4J Wealth Management LLC BALT Holdings History
4J Wealth Management LLC's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 65,597.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $2.06 Mil. This investment constitutes 1.62% of their stock portfolio, and 4J Wealth Management LLC now holds 0.15% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2025Q1. And since then 4J Wealth Management LLC has made 1 purchases of BALT, at an average price of $31.58, for a total of 65,597.00 shares. Based on historical transaction data and BALT's current price of $32.24, 4J Wealth Management LLC's estimated gain on his BALT holdings is $43,294.02, reflecting a 2.09% gain to date.
4J Wealth Management LLC BALT ($32.24) Holding Chart
4J Wealth Management LLC BALT ($32.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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