Prairie Wealth Advisors, Inc. BALT Holdings History
Number of Shares
220,581.00
Current Holdings Value*
$6.92 Mil
% of Portfolio
3.4%
Total Estimate Gain
$194,592.85
% of Total Estimate Gain
2.81%
Prairie Wealth Advisors, Inc.'s Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, Prairie Wealth Advisors, Inc. held 220,581.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $6.92 Mil. This investment constitutes 3.4% of their stock portfolio, and Prairie Wealth Advisors, Inc. now holds 0.5% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2024Q4. And since then Prairie Wealth Advisors, Inc. has made 2 purchases of BALT, at an average price of $31.40, for a total of 220,581.00 shares. Based on historical transaction data and BALT's current price of $32.28, Prairie Wealth Advisors, Inc.'s estimated gain on his BALT holdings is $194,592.85, reflecting a 2.81% gain to date.
Prairie Wealth Advisors, Inc. BALT ($32.28) Holding Chart
Prairie Wealth Advisors, Inc. BALT ($32.28) 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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