4 J Wealth Management LLC Innovator Etfs Tr Laddered Fd Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 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 139,263 shares of BUFB stock, worth $4.57 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
139,263
Previous 130,869
6.41%
Holding current value
$4.57 Million
Previous $4.13 Million
8.86%
% of portfolio
4.28%
Previous 3.64%
Shares
4 transactions
Others Institutions Holding BUFB
# of Institutions
63Shares Held
3.52MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI480KShares$15.8 Million0.77% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA468KShares$15.4 Million0.38% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ246KShares$8.07 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC237KShares$7.78 Million0.0% of portfolio
-
Envestnet Asset Management Inc189KShares$6.21 Million0.0% of portfolio