Balance Wealth, LLC Innovator Etfs Tr Laddered Fd Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 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 35,921 shares of BUFB stock, worth $1.29 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
35,921
Previous 37,700
4.72%
Holding current value
$1.29 Million
Previous $1.28 Billion
0.51%
% of portfolio
0.32%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding BUFB
# of Institutions
81Shares Held
4.46MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI453KShares$16.2 Million0.7% of portfolio
-
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