Heritage Wealth Architects, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 120,454 shares of BUFR stock, worth $4.02 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
120,454
Previous 116,505
3.39%
Holding current value
$4.02 Million
Previous $3.7 Billion
8.66%
% of portfolio
2.48%
Previous 2.73%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
468Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.33 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$367 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$359 Million0.45% of portfolio
-
Envestnet Asset Management Inc7.59MShares$253 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.26MShares$242 Million0.44% of portfolio