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 $314,828. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,346Holding current value
$314,828% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding BUFR
# of Institutions
355Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.03 Billion0.47% of portfolio
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Cetera Investment Advisers Schaumburg, IL8.29MShares$252 Million0.56% of portfolio
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Commonwealth Equity Services, LLC7.41MShares$225 Million0.34% of portfolio
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Envestnet Asset Management Inc6.25MShares$190 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio