Wealth Plan Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 426,960 shares of BUFR stock, worth $14.4 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
426,960
Previous 420,907
1.44%
Holding current value
$14.4 Million
Previous $13.4 Million
6.61%
% of portfolio
2.41%
Previous 2.43%
Shares
15 transactions
Others Institutions Holding BUFR
# of Institutions
477Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio