Holistic Planning, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 10,346 shares of BUFR stock, worth $310,483. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,346

Holding current value

$310,483

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$28.1 - $29.89 $290,722 - $309,241	10,346 New	10,346 $309 Million

Others Institutions Holding BUFR

# of Institutions

346

Shares Held

139M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

29.6M
Shares

$887 Million
0.44% of portfolio
Commonwealth Equity Services, LLC

7.41M
Shares

$222 Million
0.34% of portfolio
Cetera Investment Advisers Schaumburg, IL

7.35M
Shares

$220 Million
0.5% of portfolio
Envestnet Asset Management Inc

6.25M
Shares

$187 Million
0.06% of portfolio
Cwm, LLC

4.59M
Shares

$138 Million
0.59% of portfolio

View Full List

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
Sector ETFs
Industry ETFs

More about BUFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History