Blue Bell Private Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 9,624 shares of BUFB stock, worth $345,309. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,624
Previous 8,078
19.14%
Holding current value
$345,309
Previous $273,000
25.64%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding BUFB
# of Institutions
81Shares Held
4.46MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA453KShares$16.2 Million0.35% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI453KShares$16.2 Million0.7% 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