Balboa Wealth Partners First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Balboa Wealth Partners holds 8,078 shares of BUFQ stock, worth $275,217. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,078
Previous 7,000
15.4%
Holding current value
$275,217
Previous $209,000
28.23%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding BUFQ
# of Institutions
148Shares Held
24.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.87MShares$268 Million0.1% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.2MShares$41 Million0.07% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.19MShares$40.4 Million6.96% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.13MShares$38.3 Million0.08% of portfolio
-
Envestnet Asset Management Inc872KShares$29.7 Million0.01% of portfolio