Innovator Etfs Tr shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Innovator Etfs Tr
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Quarterly reported holdings in Innovator Etfs Tr by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 65k | 30.83 |
| 2024-06-30 | $2.0M | 65k | 30.03 |
| 2024-03-31 | $1.9M | 65k | 29.26 |
| 2023-12-31 | $1.9M | 66k | 28.57 |
| 2023-09-30 | $1.9M | 67k | 27.80 |
| 2023-06-30 | $2.1M | 76k | 27.89 |
| 2023-03-31 | $2.1M | 76k | 27.23 |