Holos Integrated Wealth LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 576,019 shares of BUFR stock, worth $18.7 Million. This represents 11.21% of its overall portfolio holdings.
Number of Shares
576,019
Previous 562,374
2.43%
Holding current value
$18.7 Million
Previous $17.1 Billion
0.2%
% of portfolio
11.21%
Previous 11.71%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
469Shares Held
188MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.32 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$358 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$350 Million0.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$321 Million0.7% of portfolio
-
Envestnet Asset Management Inc7.59MShares$247 Million0.07% of portfolio