Crown Wealth Group, LLC BALT Holdings History
Crown Wealth Group, LLC's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, Crown Wealth Group, LLC held 712,329.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $22.35 Mil. This investment constitutes 11.59% of their stock portfolio, and Crown Wealth Group, LLC now holds 1.61% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2022Q3. And since then Crown Wealth Group, LLC has made 9 purchases of BALT, at an average price of $28.56, for a total of 927,082.00 shares. In addition, there have been 2 sales at an average price of $28.96 for 214,753.00 shares. Based on historical transaction data and BALT's current price of $32.20, Crown Wealth Group, LLC's estimated gain on his BALT holdings is $2.67 Mil, reflecting a 10.10% gain to date.
Crown Wealth Group, LLC BALT ($32.20) Holding Chart
Crown Wealth Group, LLC BALT ($32.20) 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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