Balboa Wealth Partners First Tr Ex Td Viii Ft Cboe Ve Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Balboa Wealth Partners holds 41,309 shares of BUFR stock, worth $1.34 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
41,309
Previous 30,146
37.03%
Holding current value
$1.34 Million
Previous $895,000
46.7%
% of portfolio
0.28%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
472Shares Held
189MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.32 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$358 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$350 Million0.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$321 Million0.7% of portfolio
-
Envestnet Asset Management Inc7.59MShares$247 Million0.07% of portfolio