Wealthsource Partners, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding BUFT
# of Institutions
67Shares Held
4.84MCall Options Held
0Put Options Held
0-
Glen Eagle Advisors, LLC Kingston, NJ1.01MShares$24.5 Million3.39% of portfolio
-
Centennial Wealth Advisory LLC658KShares$16 Million4.93% of portfolio
-
Envestnet Asset Management Inc328KShares$7.96 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC321KShares$7.8 Million0.0% of portfolio
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Geneos Wealth Management Inc.225KShares$5.46 Million0.14% of portfolio