Holistic Planning, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 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 16,335 shares of BUFR stock, worth $507,038. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,335
Previous 10,346
57.89%
Holding current value
$507,038
Previous $309 Million
60.95%
% of portfolio
0.18%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
375Shares 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$257 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