Heritage Wealth Management, Inc. Innovator Etfs Tr Laddered Fd Transaction History

Heritage Wealth Management, Inc.

  • $360 Billion
  • Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 68,843 shares of BUFB stock, worth $2.47 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
68,843
Previous 48,986 40.54%
Holding current value
$2.47 Million
Previous $1.75 Billion 44.06%
% of portfolio
0.7%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$35.32 - $36.19 $701,349 - $718,624
19,857 Added 40.54%
68,843 $2.52 Billion
Q3 2025

Nov 04, 2025
BUY
$33.86 - $35.74 $757,989 - $800,075
22,386 Added 84.16%
48,986 $1.75 Billion
Q2 2025

Aug 14, 2025
BUY
$28.75 - $33.88 $465,433 - $548,483
16,189 Added 155.5%
26,600 $901 Million
Q1 2025

Apr 29, 2025
BUY
$31.06 - $33.33 $323,365 - $346,998
10,411 New
10,411 $327 Million

Others Institutions Holding BUFB

# of Institutions
81
Shares Held
4.04M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR LADDERED FD

BUFB Quotes by TradingView
  • Ticker BUFB
  • Sector ETFs
  • Industry ETFs
More about BUFB
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