Souders Financial Advisors Innovator Etfs Tr Transaction History

Souders Financial Advisors

$661 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$28.96 - $30.04 $209,757 - $217,579	7,243 New	7,243 $217,000

Others Institutions Holding BALT

# of Institutions

157

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.4 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.59M
Shares

$50.3 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.22M
Shares

$38.5 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.11M
Shares

$35.1 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$25.1 Million
0.01% of portfolio

About INNOVATOR ETFS TR

Ticker BALT

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