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 $6.83 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
219,094
Previous 92,660 136.45%
Holding current value
$6.83 Million
Previous $2.78 Million 142.77%
% of portfolio
0.15%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
130
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email