Householder Group Estate & Retirement Specialist, LLC Innovator Etfs Tr Laddered Fd Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	SELL	$29.59 - $31.63 $5,178 - $5,535	-175 Reduced 5.93%	2,776 $87,000
Q2 2024 Jul 17, 2024	BUY	$28.59 - $30.54 $84,369 - $90,123	2,951 New	2,951 $90,000

Others Institutions Holding BUFB

# of Institutions

Shares Held

3.52M

Call Options Held

Put Options Held

Capital Asset Advisory Services LLC Haslett, MI

480K
Shares

$15.8 Million
0.77% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

468K
Shares

$15.4 Million
0.38% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

246K
Shares

$8.07 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

237K
Shares

$7.78 Million
0.0% of portfolio
Envestnet Asset Management Inc

189K
Shares

$6.21 Million
0.0% of portfolio

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