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 11,427 shares of BALT stock, worth $366,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,427
Previous 37,141 69.23%
Holding current value
$366,920
Previous $1.17 Million 69.3%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INNOVATOR ETFS TR


  • Ticker BALT
More about BALT
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