Axxcess Wealth Management, LLC Innovator Etfs Tr Laddered Fd Call Options Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding BUFB
# of Institutions
84Shares Held
4.4MCall Options Held
0Put Options Held
0- 
    
      Capital Asset Advisory Services LLC Haslett, MI453KShares$16.1 Million0.7% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC285KShares$10.1 Million0.0% of portfolio
 - 
    
      High Tower Advisors, LLC Chicago, IL239KShares$8.5 Million0.01% of portfolio
 - 
    
      Seros Financial, LLC Tempe, AZ208KShares$7.37 Million4.46% of portfolio
 - 
    
      Envestnet Asset Management Inc189KShares$6.73 Million0.0% of portfolio