Souders Financial Advisors Innovator Etfs Tr Transaction History

Souders Financial Advisors

$639 Million
Q2 2024

A detailed history of Souders Financial Advisors transactions in Innovator Etfs Tr stock. As of the latest transaction made, Souders Financial Advisors holds 7,243 shares of BALT stock, worth $223,011. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,243

Holding current value

$223,011

% of portfolio

0.03%

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

121

Shares Held

13.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.69M
Shares

$52 Million
0.02% of portfolio
Wealthquest Corp Cincinnati, OH

1.37M
Shares

$42.1 Million
6.47% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.17M
Shares

$36.1 Million
0.09% of portfolio
Brookstone Capital Management

637K
Shares

$19.6 Million
0.36% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

610K
Shares

$18.8 Million
2.03% of portfolio

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About INNOVATOR ETFS TR

Ticker BALT

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Souders Financial Advisors Innovator Etfs Tr Transaction History