Independent Wealth Network Inc. Innovator Etfs Tr Laddered Fd Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Independent Wealth Network Inc. holds 20,797 shares of BUFB stock, worth $684,845. This represents 0.28% of its overall portfolio holdings.

Number of Shares

20,797

Previous 19,448 6.94%

Holding current value

$684,845

Previous $628,000 3.98%

% of portfolio

0.28%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$31.06 - $33.33 $41,899 - $44,962	1,349 Added 6.94%	20,797 $653,000
Q4 2024 Jan 17, 2025	BUY	$31.36 - $32.75 $11,383 - $11,888	363 Added 1.9%	19,448 $628,000
Q3 2024 Oct 15, 2024	BUY	$29.59 - $31.63 $15,238 - $16,289	515 Added 2.77%	19,085 $602,000
Q2 2024 Jul 18, 2024	SELL	$28.59 - $30.54 $2,258 - $2,412	-79 Reduced 0.42%	18,570 $566,000
Q1 2024 May 20, 2024	BUY	$27.44 - $29.38 $511,728 - $547,907	18,649 New	18,649 $547,000

Others Institutions Holding BUFB

# of Institutions

Shares Held

4.91M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR LADDERED FD

Ticker BUFB
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. Innovator Etfs Tr Laddered Fd Transaction History