Kingswood Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 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 86,934 shares of BUFR stock, worth $2.63 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
86,934
Previous 30,970
180.7%
Holding current value
$2.63 Million
Previous $926 Million
186.15%
% of portfolio
0.2%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
425Shares Held
167MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.07 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$310 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$260 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$202 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$153 Million0.03% of portfolio