Iht Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 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 1,526,832 shares of BUFR stock, worth $46.4 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
1,526,832
Previous 1,333,130
14.53%
Holding current value
$46.4 Million
Previous $38.6 Million
18.37%
% of portfolio
1.33%
Previous 1.47%
Shares
6 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
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$252 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$225 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$190 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$153 Million0.36% of portfolio