Axxcess Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 577,286 shares of BUFB stock, worth $19.5 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

577,286

Previous 467,850 23.39%

Holding current value

$19.5 Million

Previous $15.1 Million 20.03%

% of portfolio

0.51%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$31.06 - $33.33 $3.4 Million - $3.65 Million	109,436 Added 23.39%	577,286 $18.1 Million
Q4 2024 Feb 10, 2025	BUY	$31.36 - $32.75 $1.88 Million - $1.96 Million	59,877 Added 14.68%	467,850 $15.1 Million
Q3 2024 Nov 04, 2024	BUY	$29.59 - $31.63 $11.5 Million - $12.3 Million	388,530 Added 1998.3%	407,973 $12.9 Million
Q2 2024 Aug 09, 2024	BUY	$28.59 - $30.54 $555,875 - $593,789	19,443 New	19,443 $593,000

Others Institutions Holding BUFB

# of Institutions

Shares Held

4.83M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR LADDERED FD

Ticker BUFB
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History