Heritage Wealth Management, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Management, Inc.
- $360 Billion
- Q4 2025
A detailed history of Heritage Wealth Management, Inc. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 37,980 shares of BUFR stock, worth $1.28 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
37,980
Previous 37,300
1.82%
Holding current value
$1.28 Million
Previous $1.25 Billion
4.38%
% of portfolio
0.36%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding BUFR
# of Institutions
487Shares Held
197MCall 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