Capital Asset Advisory Services LLC Innovator Etfs Tr Laddered Fd Transaction History
Capital Asset Advisory Services LLC
- $1.94 Billion
- Q1 2025
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 580,500 shares of BUFB stock, worth $18.1 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
580,500
Previous 479,977
20.94%
Holding current value
$18.1 Million
Previous $15.5 Million
17.2%
% of portfolio
0.94%
Previous 0.77%
Shares
4 transactions
Others Institutions Holding BUFB
# of Institutions
76Shares Held
4.84MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA577KShares$18 Million0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$9.4 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$8.47 Million0.02% of portfolio
-
Seros Financial, LLC Tempe, AZ203KShares$6.33 Million4.76% of portfolio
-
4 J Wealth Management LLC201KShares$6.29 Million6.22% of portfolio