Kingswood Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,251 shares of BUFQ stock, worth $610,162. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,251
Previous 11,133
81.9%
Holding current value
$610,162
Previous $315 Million
89.8%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding BUFQ
# of Institutions
97Shares Held
18.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.59MShares$168 Million0.08% of portfolio
-
Kestra Advisory Services, LLC1.12MShares$33.8 Million0.19% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.02MShares$30.8 Million7.78% of portfolio
-
Envestnet Asset Management Inc837KShares$25.2 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC680KShares$20.5 Million0.03% of portfolio