Brass Tax Wealth Management, Inc First Tr Ex Td Viii Ft Cboe Ve Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 17,380 shares of BUFR stock, worth $532,870. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,380
Previous 15,680
10.84%
Holding current value
$532,870
Previous $453 Million
99.89%
% of portfolio
0.21%
Previous 0.2%
Shares
4 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