Kingswood Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,646 shares of BUFQ stock, worth $629,064. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,646
Previous 19,851
1.03%
Holding current value
$629,064
Previous $602 Million
2.49%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding BUFQ
# of Institutions
133Shares Held
21.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.63MShares$212 Million0.09% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.1MShares$35.2 Million7.83% of portfolio
-
Commonwealth Equity Services, LLC869KShares$27.8 Million0.04% of portfolio
-
Envestnet Asset Management Inc854KShares$27.3 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL815KShares$26.1 Million0.06% of portfolio