Diversify Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 145,710 shares of BUFB stock, worth $4.81 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
145,710
Previous 144,412
0.9%
Holding current value
$4.81 Million
Previous $4.59 Billion
2.15%
% of portfolio
0.37%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding BUFB
# of Institutions
60Shares Held
3.36MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI480KShares$15.9 Million0.77% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA408KShares$13.5 Million0.33% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ247KShares$8.14 Million0.02% of portfolio
-
Envestnet Asset Management Inc189KShares$6.24 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL181KShares$5.99 Million0.01% of portfolio