Falcon Wealth Planning First Tr Ex Td Viii Ft Cboe Ve Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Falcon Wealth Planning holds 82,750 shares of BUFR stock, worth $2.78 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
82,750
Previous 82,750
-0.0%
Holding current value
$2.78 Million
Previous $2.63 Million
5.09%
% of portfolio
0.28%
Previous 0.3%
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