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 $1.08 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

31,297

Holding current value

$1.08 Million

% 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

4.73M

Call Options Held

Put Options Held

Capital Asset Advisory Services LLC Haslett, MI

481K
Shares

$16.7 Million
0.77% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

480K
Shares

$16.6 Million
0.4% of portfolio
Lpl Financial LLC Fort Mill, SC

285K
Shares

$9.86 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

271K
Shares

$9.39 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

239K
Shares

$8.28 Million
0.01% of portfolio

View Full List

About INNOVATOR ETFS TR LADDERED FD

Ticker BUFB
Sector ETFs
Industry ETFs

More about BUFB

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Balance Wealth, LLC Innovator Etfs Tr Laddered Fd Transaction History