Concentrum Wealth Management First Tr Ex Td Viii Ft Cboe Ve Transaction History
Concentrum Wealth Management
- $347 Billion
- Q3 2025
A detailed history of Concentrum Wealth Management transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Concentrum Wealth Management holds 25,572 shares of BUFR stock, worth $859,474. This represents 0.25% of its overall portfolio holdings.
Number of Shares
25,572
Previous 15,994
59.88%
Holding current value
$859,474
Previous $475 Million
79.97%
% of portfolio
0.25%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
477Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio