Long Island Wealth Management, Inc. BALT Holdings History
Long Island Wealth Management, Inc.'s Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 213,755.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $6.71 Mil. This investment constitutes 4.08% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0.47% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2023Q4. And since then Long Island Wealth Management, Inc. has made 3 purchases of BALT, at an average price of $30.66, for a total of 214,128.00 shares. In addition, there have been 2 sales at an average price of $29.59 for 373.00 shares. Based on historical transaction data and BALT's current price of $32.24, Long Island Wealth Management, Inc.'s estimated gain on his BALT holdings is $336,981.20, reflecting a 5.13% gain to date.
Long Island Wealth Management, Inc. BALT ($32.24) Holding Chart
Long Island Wealth Management, Inc. BALT ($32.24) 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
