Balboa Wealth Partners First Tr Ex Td Viii Ft Cboe Ve Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Balboa Wealth Partners holds 41,809 shares of BUFR stock, worth $1.41 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
41,809
Previous 41,309
1.21%
Holding current value
$1.41 Million
Previous $1.31 Million
6.4%
% of portfolio
0.25%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
477Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio