Heritage Wealth Management, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 35,219 shares of BUFR stock, worth $1.1 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
35,219
Previous 33,014
6.68%
Holding current value
$1.1 Million
Previous $987 Million
8.75%
% of portfolio
0.36%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
413Shares Held
166MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.11 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$320 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$268 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$208 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$157 Million0.03% of portfolio