Foundations Investment Advisors, LLC Innovator Etfs Tr Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
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 219,094 shares of BALT stock, worth $6.77 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
219,094
Previous 92,660
136.45%
Holding current value
$6.77 Million
Previous $2.78 Million
142.77%
% of portfolio
0.15%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
124Shares Held
14.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.3 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.2 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$32.8 Million0.05% of portfolio
-
Brookstone Capital Management624KShares$19.3 Million0.32% of portfolio