Capital Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Capital Wealth Management, LLC
- $218 Million
- Q2 2024
A detailed history of Capital Wealth Management, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Capital Wealth Management, LLC holds 79,313 shares of BUFB stock, worth $2.5 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
79,313
Previous 68,797
15.29%
Holding current value
$2.5 Million
Previous $2.02 Million
19.74%
% of portfolio
1.11%
Previous 0.97%
Shares
7 transactions
Others Institutions Holding BUFB
# of Institutions
56Shares Held
2.37MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI341KShares$10.8 Million0.57% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ214KShares$6.75 Million0.02% of portfolio
-
Envestnet Asset Management Inc178KShares$5.63 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL167KShares$5.27 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN166KShares$5.23 Million0.01% of portfolio