Sound View Wealth Advisors Group, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 772,233 shares of BUFR stock, worth $23.8 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
772,233
Previous 592,823
30.26%
Holding current value
$23.8 Million
Previous $17.1 Million
34.64%
% of portfolio
1.9%
Previous 1.78%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.05 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$255 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$228 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$192 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$156 Million0.36% of portfolio