Diversify Wealth Management, LLC Innovator Etfs Tr Buffer Step Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Innovator Etfs Tr Buffer Step stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 8,530 shares of BSTP stock, worth $307,677. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,530
Previous 9,153
6.81%
Holding current value
$307,677
Previous $294 Million
2.77%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BSTP
# of Institutions
42Shares Held
1.33MCall Options Held
0Put Options Held
0-
Sunbelt Securities, Inc. Houston, TX228KShares$8.21 Million0.73% of portfolio
-
D.B. Root & Company, LLC220KShares$7.94 Million2.38% of portfolio
-
Rovin Capital104KShares$3.75 Million1.09% of portfolio
-
Cambridge Advisors Inc.87.8KShares$3.17 Million0.66% of portfolio
-
Commonwealth Equity Services, LLC86.2KShares$3.11 Million0.0% of portfolio