Brass Tax Wealth Management, Inc First Tr Ex Td Viii Ft Cboe Ve Transaction History
Brass Tax Wealth Management, Inc
- $278 Million
- Q2 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 368,962 shares of BUFR stock, worth $11.2 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
368,962
Previous 8,197
4401.18%
Holding current value
$11.2 Million
Previous $229 Million
95.34%
% of portfolio
3.84%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
355Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.03 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$252 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$225 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$190 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio