Heritage Wealth Management, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 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 33,014 shares of BUFR stock, worth $1.01 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
33,014
Previous 32,785
0.7%
Holding current value
$1.01 Million
Previous $955 Million
3.36%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.04 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$253 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$226 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$191 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio