Axxcess Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 467,850 shares of BUFB stock, worth $15.3 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
467,850
Previous 407,973
14.68%
Holding current value
$15.3 Million
Previous $12.9 Million
17.29%
% of portfolio
0.38%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding BUFB
# of Institutions
65Shares Held
3.7MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI480KShares$15.7 Million0.77% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ246KShares$8.04 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC237KShares$7.75 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL189KShares$6.18 Million0.01% of portfolio
-
Envestnet Asset Management Inc154KShares$5.04 Million0.0% of portfolio