Falcon Wealth Planning First Tr Ex Td Viii Ft Cboe Ve Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
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 54,182 shares of BUFR stock, worth $1.67 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
54,182Holding current value
$1.67 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.05 Billion0.47% of portfolio
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Cetera Investment Advisers Schaumburg, IL8.29MShares$255 Million0.56% of portfolio
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Commonwealth Equity Services, LLC7.41MShares$228 Million0.34% of portfolio
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Envestnet Asset Management Inc6.25MShares$192 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$155 Million0.36% of portfolio