Foundations Investment Advisors, LLC Innovator Etfs Tr Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 535,146 shares of BALT stock, worth $17.7 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
535,146
Previous 268,323
99.44%
Holding current value
$17.7 Million
Previous $8.61 Million
104.05%
% of portfolio
0.28%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding BALT
# of Institutions
240Shares Held
38.9MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.65MShares$87.3 Million7.84% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.33MShares$76.9 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.1MShares$69.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.83MShares$60.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.25MShares$41.1 Million0.05% of portfolio