Heritage Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Heritage Wealth Partners, LLC
- $79.7 Billion
- Q4 2024
A detailed history of Heritage Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 7,745 shares of BUFR stock, worth $240,559. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,745
Previous 8,115
4.56%
Holding current value
$240,559
Previous $243 Million
2.71%
% of portfolio
0.3%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
364Shares Held
150MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.06 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$258 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$230 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$194 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$157 Million0.36% of portfolio