Core Wealth Advisors, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 2025
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 133,484 shares of BUFR stock, worth $4.49 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
133,484
Previous 167,280
20.2%
Holding current value
$4.49 Million
Previous $5.32 Million
16.13%
% of portfolio
1.25%
Previous 1.62%
Shares
6 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