Financial Designs Corp BALT Holdings History
Financial Designs Corp's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, Financial Designs Corp held 182,581.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $5.73 Mil. This investment constitutes 3.99% of their stock portfolio, and Financial Designs Corp now holds 0.42% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2023Q4. And since then Financial Designs Corp has made 3 purchases of BALT, at an average price of $28.27, for a total of 197,741.00 shares. In addition, there have been 3 sales at an average price of $29.96 for 15,160.00 shares. Based on historical transaction data and BALT's current price of $32.06, Financial Designs Corp's estimated gain on his BALT holdings is $717,924.43, reflecting a 12.84% gain to date.
Financial Designs Corp BALT ($32.06) Holding Chart
Financial Designs Corp BALT ($32.06) 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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