Dominguez Wealth Management Solutions, Inc. BALT Holdings History
Dominguez Wealth Management Solutions, Inc.'s Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-06-30, Dominguez Wealth Management Solutions, Inc. held 223,475.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $7.17 Mil. This investment constitutes 4.98% of their stock portfolio, and Dominguez Wealth Management Solutions, Inc. now holds 0.48% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2022Q4. And since then Dominguez Wealth Management Solutions, Inc. has made 5 purchases of BALT, at an average price of $26.94, for a total of 238,378.00 shares. In addition, there have been 5 sales at an average price of $29.03 for 14,903.00 shares. Based on historical transaction data and BALT's current price of $32.33, Dominguez Wealth Management Solutions, Inc.'s estimated gain on his BALT holdings is $1.24 Mil, reflecting a 19.25% gain to date.
Dominguez Wealth Management Solutions, Inc. BALT ($32.33) Holding Chart
Dominguez Wealth Management Solutions, Inc. BALT ($32.33) 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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