CENTRAL VALLEY ADVISORS, LLC BALT Holdings History
CENTRAL VALLEY ADVISORS, LLC's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-06-30, CENTRAL VALLEY ADVISORS, LLC held 313,806.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $10.07 Mil. This investment constitutes 3.43% of their stock portfolio, and CENTRAL VALLEY ADVISORS, LLC now holds 0.67% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2024Q4. And since then CENTRAL VALLEY ADVISORS, LLC has made 3 purchases of BALT, at an average price of $31.20, for a total of 313,806.00 shares. Based on historical transaction data and BALT's current price of $32.31, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his BALT holdings is $348,463.57, reflecting a 3.56% gain to date.
CENTRAL VALLEY ADVISORS, LLC BALT ($32.31) Holding Chart
CENTRAL VALLEY ADVISORS, LLC BALT ($32.31) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
