Mount Yale Investment Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,914 shares of BUFR stock, worth $424,154. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,914
Previous 12,796
16.55%
Holding current value
$424,154
Previous $389,000
13.62%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
433Shares Held
169MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.01 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$291 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$244 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$190 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$143 Million0.03% of portfolio