Heritage Wealth Management, Inc. Innovator Etfs Tr Laddered Fd Transaction History
Heritage Wealth Management, Inc.
- $294 Billion
- Q1 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 10,411 shares of BUFB stock, worth $325,656. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,411Holding current value
$325,656% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding BUFB
# of Institutions
71Shares Held
4.24MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI581KShares$18.2 Million0.94% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA468KShares$14.6 Million0.38% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ246KShares$7.69 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC237KShares$7.41 Million0.0% of portfolio
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Seros Financial, LLC Tempe, AZ203KShares$6.34 Million4.76% of portfolio