Core Wealth Advisors, Inc. BALT Holdings History
Core Wealth Advisors, Inc.'s Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 135,839.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $4.26 Mil. This investment constitutes 1.36% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.3% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2023Q4. And since then Core Wealth Advisors, Inc. has made 6 purchases of BALT, at an average price of $30.04, for a total of 135,839.00 shares. Based on historical transaction data and BALT's current price of $32.10, Core Wealth Advisors, Inc.'s estimated gain on his BALT holdings is $279,256.10, reflecting a 6.84% gain to date.
Core Wealth Advisors, Inc. BALT ($32.10) Holding Chart
Core Wealth Advisors, Inc. BALT ($32.10) 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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