Bernard Wealth Management Corp. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 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 $26,853. This represents 0.01% of its overall portfolio holdings.
Number of Shares
873
Previous 2,073
57.89%
Holding current value
$26,853
Previous $63.2 Million
58.96%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
458Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.25 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4MShares$319 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$304 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC8.33MShares$256 Million0.35% of portfolio
-
Envestnet Asset Management Inc7.59MShares$233 Million0.08% of portfolio