Capital Asset Advisory Services LLC Innovator Etfs Tr Laddered Fd Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
A detailed history of Capital Asset Advisory Services LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 479,977 shares of BUFB stock, worth $15.8 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
479,977
Previous 415,139
15.62%
Holding current value
$15.8 Million
Previous $13.1 Million
18.25%
% of portfolio
0.77%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding BUFB
# of Institutions
65Shares Held
3.7MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA468KShares$15.4 Million0.38% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ246KShares$8.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC237KShares$7.81 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL189KShares$6.22 Million0.01% of portfolio
-
Envestnet Asset Management Inc154KShares$5.08 Million0.0% of portfolio