Heritage Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 8,115 shares of BUFR stock, worth $247,669. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,115
Previous 7,635
6.29%
Holding current value
$247,669
Previous $221 Million
9.85%
% of portfolio
0.29%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.04 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$253 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$226 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$191 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio