Foundations Investment Advisors, LLC Innovator Etfs Tr Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 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 219,094 shares of BALT stock, worth $6.87 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
219,094
Previous 92,660
136.45%
Holding current value
$6.87 Million
Previous $2.78 Million
142.77%
% of portfolio
0.15%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.8MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.5 Million7.07% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.8 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.1 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.3 Million0.05% of portfolio