Wealth Plan Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 583,549 shares of BUFR stock, worth $17.9 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
583,549
Previous 618,037
5.58%
Holding current value
$17.9 Million
Previous $17.9 Billion
2.41%
% of portfolio
2.34%
Previous 1.92%
Shares
11 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.04 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$254 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$227 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$191 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$155 Million0.36% of portfolio