Capital Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Capital Wealth Management, LLC
- $268 Million
- Q2 2025
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 170,172 shares of BUFB stock, worth $5.76 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
170,172
Previous 155,534
9.41%
Holding current value
$5.76 Million
Previous $4.89 Million
17.99%
% of portfolio
2.15%
Previous 2.03%
Shares
11 transactions
Others Institutions Holding BUFB
# of Institutions
77Shares Held
4.82MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA577KShares$19.5 Million0.51% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI481KShares$16.3 Million0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$10.2 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$9.18 Million0.02% of portfolio
-
Seros Financial, LLC Tempe, AZ203KShares$6.86 Million4.76% of portfolio