Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,398 shares of BALT stock, worth $228,450. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,398

Holding current value

$228,450

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$28.96 - $30.04 $214,246 - $222,235	7,398 New	7,398 $222,000

Others Institutions Holding BALT

# of Institutions

124

Shares Held

14.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.69M
Shares

$52.2 Million
0.02% of portfolio
Wealthquest Corp Cincinnati, OH

1.37M
Shares

$42.3 Million
6.47% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.17M
Shares

$36.2 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$32.8 Million
0.05% of portfolio
Brookstone Capital Management

624K
Shares

$19.3 Million
0.32% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History