Kingswood Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 86,934 shares of BUFR stock, worth $2.7 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
86,934
Previous 30,970
180.7%
Holding current value
$2.7 Million
Previous $926 Million
186.15%
% of portfolio
0.2%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
375Shares Held
150MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.06 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$257 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$230 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$194 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$157 Million0.36% of portfolio