LFAS
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Level Four Advisory Services’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Level Four Advisory Services’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,156
Closed -$204K – 755
2024
Q1 		$204K Hold
7,156
– – 0.01% 716
2023
Q4 		$204K Buy
+7,156
New +$204K 0.01% 712