Kingswood Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 204,569 shares of BUFR stock, worth $6.24 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
204,569
Previous 86,934
135.32%
Holding current value
$6.24 Million
Previous $2.65 Billion
129.9%
% of portfolio
0.23%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding BUFR
# of Institutions
458Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.24 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4MShares$316 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$301 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC8.33MShares$254 Million0.35% of portfolio
-
Envestnet Asset Management Inc7.59MShares$232 Million0.08% of portfolio