Summit Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,836 shares of BUFR stock, worth $528,302. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,836
Previous 18,324
2.66%
Holding current value
$528,302
Previous $548 Million
0.77%
% of portfolio
0.11%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding BUFR
# of Institutions
426Shares Held
167MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.05 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$304 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$255 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$198 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$149 Million0.03% of portfolio