Heritage Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Heritage Wealth Partners, LLC
- $79.7 Billion
- Q4 2024
A detailed history of Heritage Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 7,335 shares of BUFQ stock, worth $238,754. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,335
Previous 7,705
4.8%
Holding current value
$238,754
Previous $234 Million
1.41%
% of portfolio
0.29%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding BUFQ
# of Institutions
138Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.08MShares$231 Million0.09% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.13MShares$36.9 Million8.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.08MShares$35.2 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.02MShares$33.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC869KShares$28.3 Million0.04% of portfolio