Precedent Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 39,023 shares of BUFR stock, worth $1.21 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,023
Previous 32,454
20.24%
Holding current value
$1.21 Million
Previous $970 Million
22.57%
% of portfolio
0.39%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
379Shares Held
151MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.05 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$193 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$157 Million0.36% of portfolio