Heritage Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
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 7,705 shares of BUFQ stock, worth $236,466. This represents 0.28% of its overall portfolio holdings.
Number of Shares
7,705
Previous 7,225
6.64%
Holding current value
$236,466
Previous $214 Million
9.49%
% of portfolio
0.28%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding BUFQ
# of Institutions
100Shares Held
19.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.59MShares$172 Million0.08% of portfolio
-
Good Life Advisors, LLC1.23MShares$37.9 Million2.38% of portfolio
-
Kestra Advisory Services, LLC1.12MShares$34.4 Million0.19% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.1MShares$33.7 Million7.83% of portfolio
-
Envestnet Asset Management Inc837KShares$25.7 Million0.01% of portfolio