Souders Financial Advisors Innovator Etfs Tr Transaction History
Souders Financial Advisors
- $683 Million
- Q3 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 $229,096. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,243
Previous 7,243
-0.0%
Holding current value
$229,096
Previous $217,000
2.76%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
135Shares Held
19.7MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.4 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.5 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.3 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.4 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.6 Million0.05% of portfolio