Foundations Investment Advisors, LLC Innovator Etfs Tr Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

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 268,323 shares of BALT stock, worth $8.78 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

268,323

Previous 208,238 28.85%

Holding current value

$8.78 Million

Previous $6.53 Million 31.73%

% of portfolio

0.15%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$30.33 - $32.1 $1.82 Million - $1.93 Million	60,085 Added 28.85%	268,323 $8.61 Million
Q1 2025 May 07, 2025	BUY	$31.31 - $31.89 $287,112 - $292,431	9,170 Added 4.61%	208,238 $6.53 Million
Q4 2024 Jan 22, 2025	SELL	$30.76 - $31.55 $615,999 - $631,820	-20,026 Reduced 9.14%	199,068 $6.25 Million
Q3 2024 Oct 21, 2024	BUY	$29.76 - $30.83 $3.76 Million - $3.9 Million	126,434 Added 136.45%	219,094 $6.75 Million
Q2 2024 Aug 02, 2024	BUY	$28.96 - $30.04 $1.07 Million - $1.11 Million	37,017 Added 66.53%	92,660 $2.78 Million
Q1 2024 May 13, 2024	SELL	$28.46 - $29.26 $80.2 Million - $82.4 Million	-2,817,251 Reduced 98.06%	55,643 $1.63 Million
Q4 2023 Feb 08, 2024	BUY	$27.69 - $28.57 $79.6 Million - $82.1 Million	2,872,894 New	2,872,894 $82.1 Million

Others Institutions Holding BALT

# of Institutions

216

Shares Held

35.3M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker BALT

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Foundations Investment Advisors, LLC Innovator Etfs Tr Transaction History