Heritage Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 8,403 shares of BUFR stock, worth $282,424. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,403
Previous 7,745
8.5%
Holding current value
$282,424
Previous $236 Million
5.72%
% of portfolio
0.38%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
478Shares Held
195MCall 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