Heritage Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 7,245 shares of BUFQ stock, worth $253,502. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,245
Previous 7,335
1.23%
Holding current value
$253,502
Previous $231 Million
6.16%
% of portfolio
0.33%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding BUFQ
# of Institutions
158Shares Held
25.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$275 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.44MShares$50.2 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.35MShares$47.2 Million0.06% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.25MShares$43.9 Million7.24% of portfolio
-
Envestnet Asset Management Inc960KShares$33.6 Million0.01% of portfolio