Diversify Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 144,412 shares of BUFB stock, worth $4.64 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
144,412
Previous 7,527
1818.59%
Holding current value
$4.64 Million
Previous $223 Million
1960.91%
% of portfolio
0.44%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BUFB
# of Institutions
60Shares Held
3.2MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI415KShares$13.3 Million0.65% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA408KShares$13.1 Million0.33% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ247KShares$7.93 Million0.02% of portfolio
-
Envestnet Asset Management Inc189KShares$6.08 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL181KShares$5.83 Million0.01% of portfolio