Foundations Investment Advisors, LLC Innovator Etfs Tr Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 199,068 shares of BALT stock, worth $6.32 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
199,068
Previous 219,094
9.14%
Holding current value
$6.32 Million
Previous $6.75 Million
7.4%
% of portfolio
0.13%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
144Shares Held
19.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.8 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.6 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio
-
Compass Advisory Group LLC655KShares$20.8 Million9.82% of portfolio