Applied Capital LLC BALT Holdings History
Applied Capital LLC's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-06-30, Applied Capital LLC held 36,299.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $1.16 Mil. This investment constitutes 0.51% of their stock portfolio, and Applied Capital LLC now holds 0.07% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2024Q4. And since then Applied Capital LLC has made 3 purchases of BALT, at an average price of $31.47, for a total of 36,299.00 shares. Based on historical transaction data and BALT's current price of $32.28, Applied Capital LLC's estimated gain on his BALT holdings is $29,717.85, reflecting a 2.60% gain to date.
Applied Capital LLC BALT ($32.28) Holding Chart
Applied Capital LLC BALT ($32.28) 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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