Balance Wealth, LLC Innovator Etfs Tr Laddered Fd Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Balance Wealth, LLC holds 31,297 shares of BUFB stock, worth $971,458. This represents 0.64% of its overall portfolio holdings.

Number of Shares

31,297

Holding current value

$971,458

% of portfolio

0.64%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$31.06 - $33.33 $972,084 - $1.04 Million	31,297 New	31,297 $983 Million

Others Institutions Holding BUFB

# of Institutions

Shares Held

4.14M

Call Options Held

Put Options Held

Capital Asset Advisory Services LLC Haslett, MI

581K
Shares

$18 Million
0.94% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

468K
Shares

$14.5 Million
0.38% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

246K
Shares

$7.63 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

237K
Shares

$7.36 Million
0.0% of portfolio
Seros Financial, LLC Tempe, AZ

203K
Shares

$6.29 Million
4.76% of portfolio

View Full List

About INNOVATOR ETFS TR LADDERED FD

Ticker BUFB
Sector ETFs
Industry ETFs

More about BUFB

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