Concentrum Wealth Management First Tr Ex Td Viii Ft Cboe Ve Transaction History
Concentrum Wealth Management
- $270 Billion
- Q1 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 15,994 shares of BUFR stock, worth $490,855. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,994
Previous 11,872
34.72%
Holding current value
$490,855
Previous $362 Million
31.27%
% of portfolio
0.18%
Previous 0.13%
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$1.24 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4MShares$318 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$303 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC8.33MShares$256 Million0.35% of portfolio
-
Envestnet Asset Management Inc7.59MShares$233 Million0.08% of portfolio