Precedent Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 39,023 shares of BUFR stock, worth $1.21 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,023
Previous 32,454
20.24%
Holding current value
$1.21 Million
Previous $970 Million
22.57%
% of portfolio
0.39%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
392Shares Held
155MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.05 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$257 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$230 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$194 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A64.7MShares$146 Million0.03% of portfolio