Amplius Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
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 1,008,308 shares of BUFR stock, worth $31 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
1,008,308
Previous 430,037
134.47%
Holding current value
$31 Million
Previous $12.4 Million
142.34%
% of portfolio
3.7%
Previous 1.64%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.05 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$255 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$228 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$192 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$155 Million0.36% of portfolio