Amplius Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Amplius Wealth Advisors, LLC
- $985 Million
- Q2 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 983,331 shares of BUFR stock, worth $32.8 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
983,331
Previous 992,058
0.88%
Holding current value
$32.8 Million
Previous $29.3 Million
6.67%
% of portfolio
3.18%
Previous 3.33%
Shares
8 transactions
Others Institutions Holding BUFR
# of Institutions
467Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.33 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$367 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$359 Million0.45% of portfolio
-
Envestnet Asset Management Inc7.59MShares$253 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.26MShares$242 Million0.44% of portfolio