Iht Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Iht Wealth Management, LLC holds 1,232,825 shares of BUFR stock, worth $35.7 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
1,232,825
Previous 1,114,162
10.65%
Holding current value
$35.7 Million
Previous $29.6 Million
16.44%
% of portfolio
1.33%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
282Shares Held
109MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC24.9MShares$720 Million0.38% of portfolio
-
Commonwealth Equity Services, LLC6MShares$173 Million0.28% of portfolio
-
Cetera Investment Advisers Schaumburg, IL5.83MShares$169 Million0.4% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.49MShares$130 Million0.29% of portfolio
-
Envestnet Asset Management Inc3.93MShares$114 Million0.04% of portfolio