PTM WEALTH MANAGEMENT, LLC BALT Holdings History
PTM WEALTH MANAGEMENT, LLC's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 322,027.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $10.36 Mil. This investment constitutes 6.86% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds 0.69% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2025Q1. And since then PTM WEALTH MANAGEMENT, LLC has made 1 purchases of BALT, at an average price of $31.58, for a total of 322,027.00 shares. Based on historical transaction data and BALT's current price of $32.33, PTM WEALTH MANAGEMENT, LLC's estimated gain on his BALT holdings is $241,520.25, reflecting a 2.37% gain to date.
PTM WEALTH MANAGEMENT, LLC BALT ($32.33) Holding Chart
PTM WEALTH MANAGEMENT, LLC 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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