Core Wealth Advisors, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 2024
A detailed history of Core Wealth Advisors, Inc. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 118,211 shares of BUFR stock, worth $3.58 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
118,211
Previous 100,843
17.22%
Holding current value
$3.58 Million
Previous $3.01 Million
19.48%
% of portfolio
1.2%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
425Shares Held
167MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.07 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$310 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$260 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$202 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$153 Million0.03% of portfolio