Kingswood Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 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 19,851 shares of BUFQ stock, worth $608,433. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,851
Previous 20,251
1.98%
Holding current value
$608,433
Previous $599 Million
0.64%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding BUFQ
# of Institutions
98Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.59MShares$171 Million0.08% of portfolio
-
Good Life Advisors, LLC1.23MShares$37.8 Million2.38% of portfolio
-
Kestra Advisory Services, LLC1.12MShares$34.3 Million0.19% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.02MShares$31.3 Million7.78% of portfolio
-
Envestnet Asset Management Inc837KShares$25.6 Million0.01% of portfolio