Kingswood Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 59,467 shares of BUFG stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
59,467
Previous 59,046
0.71%
Holding current value
$1.39 Million
Previous $1.26 Billion
6.58%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding BUFG
# of Institutions
72Shares Held
6.71MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC854KShares$20 Million0.03% of portfolio
-
Cwm, LLC767KShares$18 Million0.08% of portfolio
-
Envestnet Asset Management Inc697KShares$16.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC417KShares$9.77 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL395KShares$9.25 Million0.02% of portfolio