Balance Wealth, LLC Innovator Etfs Tr Laddered Fd Transaction History
Balance Wealth, LLC
- $312 Billion
- Q4 2025
A detailed history of Balance Wealth, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Balance Wealth, LLC holds 35,809 shares of BUFB stock, worth $1.28 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
35,809
Previous 35,921
0.31%
Holding current value
$1.28 Million
Previous $1.28 Billion
2.18%
% of portfolio
0.42%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding BUFB
# of Institutions
81Shares Held
4.02MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA453KShares$16.2 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC296KShares$10.6 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL254KShares$9.11 Million0.01% of portfolio
-
Seros Financial, LLC Tempe, AZ214KShares$7.69 Million4.46% of portfolio
-
Envestnet Asset Management Inc197KShares$7.07 Million0.0% of portfolio