Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 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 18,557 shares of BUFR stock, worth $547,060. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,557
Previous 153,669
87.92%
Holding current value
$547,060
Previous $4.59 Billion
87.69%
% of portfolio
0.07%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
426Shares Held
167MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.04 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$302 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$253 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$197 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$148 Million0.03% of portfolio