Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 7,582 shares of BALT stock, worth $247,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,582

Previous 11,427 33.65%

Holding current value

$247,931

Previous $358,000 32.12%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$30.33 - $32.1 $116,618 - $123,424	-3,845 Reduced 33.65%	7,582 $243,000
Q1 2025 May 06, 2025	SELL	$31.31 - $31.89 $805,105 - $820,019	-25,714 Reduced 69.23%	11,427 $358,000
Q4 2024 Feb 07, 2025	BUY	$30.76 - $31.55 $915,233 - $938,738	29,754 Added 402.79%	37,141 $1.17 Million
Q3 2024 Nov 13, 2024	SELL	$29.76 - $30.83 $327 - $339	-11 Reduced 0.15%	7,387 $227,000
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

207

Shares Held

33.6M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker BALT

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Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History