Diversify Wealth Management, LLC Innovator Etfs Tr Buffer Step Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Innovator Etfs Tr Buffer Step stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 9,369 shares of BSTP stock, worth $316,203. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,369
Previous 9,369
-0.0%
Holding current value
$316,203
Previous $307 Million
0.77%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding BSTP
# of Institutions
32Shares Held
1.24MCall Options Held
0Put Options Held
0-
Brookstone Capital Management240KShares$8.11 Million0.13% of portfolio
-
Sunbelt Securities, Inc. Houston, TX198KShares$6.68 Million0.7% of portfolio
-
D.B. Root & Company, LLC177KShares$5.97 Million1.93% of portfolio
-
Cambridge Advisors Inc.91KShares$3.07 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC80.6KShares$2.72 Million0.0% of portfolio