Atria Wealth Solutions, Inc. Innovator Etfs Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 177,994 shares of BALT stock, worth $5.87 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

177,994

Previous 251,623 29.26%

Holding current value

$5.87 Million

Previous $7.9 Million 27.68%

% of portfolio

0.14%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$30.33 - $32.1 $2.23 Million - $2.36 Million	-73,629 Reduced 29.26%	177,994 $5.71 Million
Q1 2025 May 09, 2025	BUY	$31.31 - $31.89 $749,530 - $763,414	23,939 Added 10.51%	251,623 $7.9 Million
Q4 2024 Jan 31, 2025	BUY	$30.76 - $31.55 $1.89 Million - $1.94 Million	61,447 Added 36.96%	227,684 $7.15 Million
Q3 2024 Nov 08, 2024	BUY	$29.76 - $30.83 $256,174 - $265,384	8,608 Added 5.46%	166,237 $5.13 Million
Q2 2024 Jul 22, 2024	BUY	$28.96 - $30.04 $1.42 Million - $1.47 Million	49,008 Added 45.12%	157,629 $4.73 Million

Q1 2024 May 13, 2024	BUY	$28.46 - $29.26 $859,947 - $884,120	30,216 Added 38.54%	108,621 $3.18 Million
Q4 2023 Feb 02, 2024	BUY	$27.69 - $28.57 $246,441 - $254,273	8,900 Added 12.8%	78,405 $2.24 Million
Q3 2023 Nov 08, 2023	BUY	$27.8 - $28.21 $111,394 - $113,037	4,007 Added 6.12%	69,505 $1.93 Million
Q2 2023 Aug 03, 2023	BUY	$27.19 - $27.89 $383,297 - $393,165	14,097 Added 27.43%	65,498 $1.83 Million
Q1 2023 Aug 22, 2023	SELL	$26.55 - $27.23 $120,802 - $123,896	-4,550 Reduced 6.95%	60,948 $1.66 Million
Q1 2023 Jun 14, 2023	SELL	$26.55 - $27.23 $253,472 - $259,964	-9,547 Reduced 15.66%	51,401 $1.4 Million
Q1 2023 May 10, 2023	BUY	$26.55 - $27.23 $253,472 - $259,964	9,547 Added 18.57%	60,948 $1.66 Million
Q4 2022 Aug 30, 2023	SELL	$25.76 - $26.59 $363,138 - $374,839	-14,097 Reduced 21.52%	51,401 $1.37 Million
Q4 2022 Feb 13, 2023	BUY	$25.76 - $26.59 $1.08 Million - $1.11 Million	41,795 Added 435.09%	51,401 $1.37 Million
Q3 2022 Nov 14, 2022	BUY	$25.78 - $26.28 $247,642 - $252,445	9,606 New	9,606 $248,000

Others Institutions Holding BALT

# of Institutions

239

Shares Held

38.8M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker BALT

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Atria Wealth Solutions, Inc. Innovator Etfs Tr Transaction History