Wealthquest Corp BALT Holdings History
Wealthquest Corp's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, Wealthquest Corp held - shares of Innovator Defined Wealth Shield ETF(BALT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealthquest Corp now holds 0% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2022Q2. And since then Wealthquest Corp has made 9 purchases of BALT, at an average price of $30.74, for a total of 6.58 Mil shares. In addition, there have been 3 sales at an average price of $31.53 for 3.14 Mil shares. Based on historical transaction data and BALT's current price of $32.33, Wealthquest Corp's estimated gain on his BALT holdings is $7.95 Mil, reflecting a 3.93% gain to date.
Wealthquest Corp BALT ($32.33) Holding Chart
Wealthquest Corp 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
