4J Wealth Management LLC BUFB Holdings History
4J Wealth Management LLC's Innovator Laddered Allocation Buffer ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 201,453.00 shares of Innovator Laddered Allocation Buffer ETF(BUFB), totaling $6.33 Mil. This investment constitutes 4.99% of their stock portfolio, and 4J Wealth Management LLC now holds 3.06% of the outstanding Innovator Laddered Allocation Buffer ETF(BUFB) stock.
The initial trade took place in 2024Q1. And since then 4J Wealth Management LLC has made 5 purchases of BUFB, at an average price of $30.06, for a total of 201,453.00 shares. Based on historical transaction data and BUFB's current price of $34.15, 4J Wealth Management LLC's estimated gain on his BUFB holdings is $824,677.46, reflecting a 13.62% gain to date.
4J Wealth Management LLC BUFB ($34.15) Holding Chart
4J Wealth Management LLC BUFB ($34.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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