Core Wealth Advisors, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 100,843 shares of BUFR stock, worth $3.07 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
100,843
Previous 88,722
13.66%
Holding current value
$3.07 Million
Previous $2.57 Million
17.5%
% of portfolio
0.97%
Previous 0.88%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
355Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.03 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$252 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$225 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$190 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio