Holos Integrated Wealth LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 581,708 shares of BUFR stock, worth $19.6 Million. This represents 11.37% of its overall portfolio holdings.
Number of Shares
581,708
Previous 576,019
0.99%
Holding current value
$19.6 Million
Previous $17.1 Billion
10.55%
% of portfolio
11.37%
Previous 11.21%
Shares
3 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