Sovran Advisors, LLC Innovator Etfs Tr Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Sovran Advisors, LLC holds 218,454 shares of BALT stock, worth $6.93 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

218,454

Holding current value

$6.93 Million

% of portfolio

0.98%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$30.76 - $31.55 $6.72 Million - $6.89 Million	218,454 New	218,454 $6.87 Billion

Others Institutions Holding BALT

# of Institutions

142

Shares Held

19M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.8 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54.7 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.6 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.7 Million
0.05% of portfolio
Compass Advisory Group LLC

655K
Shares

$20.8 Million
9.82% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Sovran Advisors, LLC Innovator Etfs Tr Transaction History