Kingswood Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,975 shares of BUFG stock, worth $560,242. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,975
Previous 57,782
63.7%
Holding current value
$560,242
Previous $1.37 Billion
61.03%
% of portfolio
0.04%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding BUFG
# of Institutions
95Shares Held
8.06MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.04MShares$27.9 Million0.04% of portfolio
-
Envestnet Asset Management Inc802KShares$21.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC717KShares$19.2 Million0.01% of portfolio
-
Centennial Wealth Advisory LLC567KShares$15.2 Million5.04% of portfolio
-
Cetera Investment Advisers Schaumburg, IL427KShares$11.4 Million0.02% of portfolio