Bernard Wealth Management Corp. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 873 shares of BUFR stock, worth $29,132. This represents 0.01% of its overall portfolio holdings.
Number of Shares
873
Previous 873
-0.0%
Holding current value
$29,132
Previous $27.8 Million
5.09%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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