Diversify Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
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 145,732 shares of BUFB stock, worth $5.22 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
145,732
Previous 145,225
0.35%
Holding current value
$5.22 Million
Previous $4.54 Billion
11.59%
% of portfolio
0.31%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding BUFB
# of Institutions
84Shares Held
4.43MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA480KShares$17.2 Million0.4% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI453KShares$16.2 Million0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC285KShares$10.2 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL239KShares$8.57 Million0.01% of portfolio
-
Seros Financial, LLC Tempe, AZ208KShares$7.44 Million4.46% of portfolio