Kingswood Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
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 30,970 shares of BUFR stock, worth $945,204. This represents 0.07% of its overall portfolio holdings.
Number of Shares
30,970
Previous 48,329
35.92%
Holding current value
$945,204
Previous $1.4 Billion
33.77%
% of portfolio
0.07%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.04 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$253 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$226 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$191 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio