4 J Wealth Management LLC Innovator Etfs Tr Laddered Fd Transaction History
4 J Wealth Management LLC
- $102 Million
- Q1 2025
A detailed history of 4 J Wealth Management LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, 4 J Wealth Management LLC holds 201,453 shares of BUFB stock, worth $6.29 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
201,453
Previous 139,263
44.66%
Holding current value
$6.29 Million
Previous $4.5 Million
40.71%
% of portfolio
6.22%
Previous 4.28%
Shares
5 transactions
Others Institutions Holding BUFB
# of Institutions
72Shares Held
4.37MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI581KShares$18.1 Million0.94% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA577KShares$18 Million0.51% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ246KShares$7.68 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC237KShares$7.41 Million0.0% of portfolio
-
Seros Financial, LLC Tempe, AZ203KShares$6.33 Million4.76% of portfolio