Capital Asset Advisory Services LLC Innovator Etfs Tr Laddered Fd Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q3 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 415,139 shares of BUFB stock, worth $13.3 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
415,139
Previous 340,621
21.88%
Holding current value
$13.3 Million
Previous $10.4 Million
26.12%
% of portfolio
0.65%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding BUFB
# of Institutions
60Shares Held
3.2MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA408KShares$13.1 Million0.33% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ247KShares$7.93 Million0.02% of portfolio
-
Envestnet Asset Management Inc189KShares$6.08 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL181KShares$5.83 Million0.01% of portfolio
-
Diversify Wealth Management, LLC Sandy, UT144KShares$4.64 Million0.44% of portfolio