Kingswood Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,827 shares of BUFQ stock, worth $541,087. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,827
Previous 19,646
4.17%
Holding current value
$541,087
Previous $617 Million
8.96%
% of portfolio
0.02%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding BUFQ
# of Institutions
142Shares Held
22.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.08MShares$204 Million0.09% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.13MShares$32.6 Million8.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.08MShares$31.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.02MShares$29.2 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC869KShares$25 Million0.04% of portfolio