We are live on
!
Find out more
Innovator Defined Wealth Shield ETF
BALT
BALT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
151
MAI Capital Management
Independence,
Ohio
| $8.99K | +$8.91K | +286 | New |
|
152
AssetMark Inc
Concord,
California
| $6.75K | +$2.34K | +75 | +54% |
|
|
OCM
153
Orion Capital Management
Coronado,
California
| $2.48K | +$2.46K | +79 | New |
|
|
DFA
154
DHJJ Financial Advisors
Naperville,
Illinois
| $1.26K | – | – | – |
|
|
PCS
155
Personal CFO Solutions
Chester,
New Jersey
| – | -$9.55M | -309,914 | Closed |
|
|
ASN
156
Advisory Services Network
Atlanta,
Georgia
| – | -$519K | -17,268 | Closed |
|
157
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$248K | -8,047 | Closed |
|
|
PFS
158
Prospera Financial Services
Dallas,
Texas
| – | -$237K | -7,695 | Closed |
|
|
SFA
159
Souders Financial Advisors
Cincinnati,
Ohio
| – | -$223K | -7,243 | Closed |
|
|
TPW
160
Talon Private Wealth
The Villages,
Florida
| – | -$203K | -6,576 | Closed |
|
|
CPA
161
Clear Point Advisors
Melville,
New York
| – | -$30.8K | -1,000 | Closed |
|