4 J Wealth Management LLC Innovator Etfs Tr Laddered Fd Transaction History
4 J Wealth Management LLC
- $114 Million
- Q3 2024
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 130,869 shares of BUFB stock, worth $4.24 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
130,869
Previous 122,828
6.55%
Holding current value
$4.24 Million
Previous $3.75 Million
10.25%
% of portfolio
3.64%
Previous 3.5%
Shares
3 transactions
Others Institutions Holding BUFB
# of Institutions
60Shares Held
3.2MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI415KShares$13.5 Million0.65% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA408KShares$13.2 Million0.33% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ247KShares$8 Million0.02% of portfolio
-
Envestnet Asset Management Inc189KShares$6.13 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL181KShares$5.88 Million0.01% of portfolio