Falcon Wealth Planning First Tr Ex Td Viii Ft Cboe Ve Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Falcon Wealth Planning holds 82,550 shares of BUFR stock, worth $2.44 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
82,550
Previous 54,182
52.36%
Holding current value
$2.44 Million
Previous $1.62 Million
55.34%
% of portfolio
0.31%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
428Shares Held
168MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.05 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$303 Million0.68% of portfolio
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Commonwealth Equity Services, LLC8.59MShares$254 Million0.38% of portfolio
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Envestnet Asset Management Inc6.67MShares$197 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$149 Million0.03% of portfolio