Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Philip James Wealth Mangement, LLC
- $784 Billion
- Q2 2025
A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 12,179 shares of BUFR stock, worth $403,977. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,179
Previous 12,335
1.26%
Holding current value
$403,977
Previous $366 Million
5.75%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding BUFR
# of Institutions
469Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.32 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$365 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$357 Million0.45% of portfolio
-
Envestnet Asset Management Inc7.59MShares$252 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.26MShares$241 Million0.44% of portfolio