Diversify Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 148,842 shares of BUFB stock, worth $5.34 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
148,842
Previous 145,732
2.13%
Holding current value
$5.34 Million
Previous $5.07 Billion
6.2%
% of portfolio
0.31%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding BUFB
# of Institutions
81Shares Held
4.03MCall 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