Regal Investment Advisors LLC Innovator Etfs Tr Transaction History

Regal Investment Advisors LLC

$1.43 Billion
Q1 2024

A detailed history of Regal Investment Advisors LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 27,231 shares of BALT stock, worth $817,746. This represents 0.06% of its overall portfolio holdings.

Number of Shares

27,231

Holding current value

$817,746

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$28.46 - $29.26 $774,994 - $796,779	27,231 New	27,231 $796,000

Others Institutions Holding BALT

# of Institutions

103

Shares Held

13.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.91M
Shares

$57.2 Million
0.02% of portfolio
Wealthquest Corp Cincinnati, OH

1.41M
Shares

$42.2 Million
5.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

726K
Shares

$21.8 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

667K
Shares

$20 Million
0.05% of portfolio
Brookstone Capital Management

665K
Shares

$20 Million
0.39% of portfolio

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About INNOVATOR ETFS TR

Ticker BALT

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Regal Investment Advisors LLC Innovator Etfs Tr Transaction History