Falcon Wealth Planning First Tr Ex Td Viii Ft Cboe Ve Transaction History
Falcon Wealth Planning
- $806 Million
- Q1 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 82,550 shares of BUFR stock, worth $2.62 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
82,550
Previous 82,550
-0.0%
Holding current value
$2.62 Million
Previous $2.52 Million
2.58%
% of portfolio
0.3%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
456Shares Held
184MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.29 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4MShares$329 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$314 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC8.33MShares$265 Million0.35% of portfolio
-
Envestnet Asset Management Inc7.59MShares$241 Million0.08% of portfolio