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Get Institutions for : 
Innovator Laddered Allocation Buffer Etf (BUFB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    9
Total shares held : 
1,539,253  
% of shares held : 
1.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
293,941  
% of shares held change : 
  0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 323,351
 21.01%
 
Increased Positions :
7
 92,127
 5.99%
 
Unchanged Positions :
7
 29,160
 1.89%
 
Decreased Positions :
13
-121,537
-7.9%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   4J Wealth Management LLC 9 *New 2024-03-31 116,670 $3,428,000 116,670
   BB&T CORP 1021 *New 2023-12-31 115,477 $3,205,000 115,477
   LPL FINANCIAL CORP 3883 *New 2024-03-31 13,691 $402,000 13,691
   FINANCIAL NETWORK 2114 *New 2023-12-31 12,858 $357,000 12,858
   COMMONWEALTH EQUITY SERVICES LLC. 3259 *New 2024-03-31 9,944 $292,000 9,944
   OLD MISSION CAPITAL LLC 792 *New 2023-12-31 8,436 $234,000 8,436
   Kestra Advisory Services LLC 2084 *New 2023-12-31 7,289 $202,000 7,289
   Steward Partners Investment Advisory LLC 1964 *New 2023-12-31 1,888 $52,000 1,888
   J P MORGAN CHASE & CO 4746 *New 2024-03-31 1,428 $42,000 1,428
   Global Retirement Partners LLC 1550 *New 2024-03-31 1,200 $35,000 1,200
   BENJAMIN F. EDWARDS & COMPANY INC. 1410 *New 2024-03-31 1,046 $31,000 1,046
   CREATIVE FINANCIAL DESIGNS INC /ADV 868 *New 2024-03-31 1,000 $29,000 1,000
   WASHINGTON TRUST CO 596 *New 2024-03-31 539 $16,000 539
   CWM LLC 3317 *New 2024-03-31 331 $10,000 331

  14 Records found
  1    
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