Balboa Wealth Partners First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Balboa Wealth Partners
- $572 Million
- Q4 2025
A detailed history of Balboa Wealth Partners transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Balboa Wealth Partners holds 8,578 shares of BUFQ stock, worth $300,144. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,578
Previous 8,078
6.19%
Holding current value
$300,144
Previous $281,000
6.76%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding BUFQ
# of Institutions
160Shares Held
25.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$275 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.44MShares$50.2 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.35MShares$47.2 Million0.06% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.25MShares$43.9 Million7.24% of portfolio
-
Envestnet Asset Management Inc960KShares$33.6 Million0.01% of portfolio