Balboa Wealth Partners First Tr Ex Td Viii Ft Cboe Ve Transaction History
Balboa Wealth Partners
- $398 Million
- Q1 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 30,146 shares of BUFR stock, worth $958,341. This represents 0.23% of its overall portfolio holdings.
Number of Shares
30,146
Previous 23,458
28.51%
Holding current value
$958,341
Previous $714,000
25.35%
% of portfolio
0.23%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
457Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.29 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4MShares$329 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$314 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC8.33MShares$265 Million0.35% of portfolio
-
Envestnet Asset Management Inc7.59MShares$241 Million0.08% of portfolio