Brass Tax Wealth Management, Inc First Tr Ex Td Viii Ft Cboe Ve Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 17,442 shares of BUFR stock, worth $567,213. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,442
Previous 16,101
8.33%
Holding current value
$567,213
Previous $478 Million
16.03%
% of portfolio
0.11%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding BUFR
# of Institutions
469Shares Held
188MCall 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