Core Wealth Advisors, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
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 167,280 shares of BUFR stock, worth $5.55 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
167,280
Previous 142,384
17.49%
Holding current value
$5.55 Million
Previous $4.23 Million
25.83%
% of portfolio
1.62%
Previous 1.42%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
469Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.32 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$365 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$357 Million0.45% of portfolio
-
Envestnet Asset Management Inc7.59MShares$252 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.26MShares$241 Million0.44% of portfolio