Ae Wealth Management LLC Innovator Etfs Tr Laddered Fd Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,901 shares of BUFB stock, worth $128,459. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,901
Previous 14,842
73.72%
Holding current value
$128,459
Previous $479,000
74.53%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BUFB
# of Institutions
76Shares Held
4.84MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI581KShares$19.1 Million0.94% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA577KShares$19 Million0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$9.91 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$8.93 Million0.02% of portfolio
-
Seros Financial, LLC Tempe, AZ203KShares$6.67 Million4.76% of portfolio