Diversify Wealth Management, LLC Innovator Etfs Tr Buffer Step Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
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 9,153 shares of BSTP stock, worth $295,275. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,153
Previous 9,369
2.31%
Holding current value
$295,275
Previous $310 Million
4.99%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BSTP
# of Institutions
40Shares Held
1.53MCall Options Held
0Put Options Held
0-
Sunbelt Securities, Inc. Houston, TX266KShares$8.58 Million0.85% of portfolio
-
Brookstone Capital Management251KShares$8.11 Million0.13% of portfolio
-
D.B. Root & Company, LLC177KShares$5.7 Million1.93% of portfolio
-
Rovin Capital109KShares$3.52 Million1.14% of portfolio
-
Cambridge Advisors Inc.90.7KShares$2.92 Million0.66% of portfolio