Heritage Wealth Management, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
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 33,014 shares of BUFR stock, worth $985,467. This represents 0.32% of its overall portfolio holdings.
Number of Shares
33,014
Previous 32,785
0.7%
Holding current value
$985,467
Previous $955 Million
3.36%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
342Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC29.6MShares$883 Million0.44% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$221 Million0.34% of portfolio
-
Cetera Investment Advisers Schaumburg, IL7.35MShares$219 Million0.5% of portfolio
-
Envestnet Asset Management Inc5.4MShares$161 Million0.06% of portfolio
-
Cwm, LLC4.59MShares$137 Million0.59% of portfolio