Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
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 150,767 shares of BUFR stock, worth $4.5 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
150,767
Previous 209,840
28.15%
Holding current value
$4.5 Million
Previous $5.87 Billion
25.68%
% of portfolio
2.9%
Previous 4.16%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
328Shares Held
131MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC29.6MShares$883 Million0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL7.35MShares$219 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC6.55MShares$196 Million0.3% of portfolio
-
Envestnet Asset Management Inc5.4MShares$161 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.55MShares$136 Million0.32% of portfolio