Holistic Planning, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 16,335 shares of BUFR stock, worth $493,153. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,335
Previous 10,346
57.89%
Holding current value
$493,153
Previous $309 Million
60.95%
% of portfolio
0.18%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
426Shares Held
167MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.07 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$309 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$259 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$201 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$152 Million0.03% of portfolio