Kingswood Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 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 57,685 shares of BUFG stock, worth $1.35 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
57,685
Previous 59,467
3.0%
Holding current value
$1.35 Million
Previous $1.34 Billion
0.07%
% of portfolio
0.12%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding BUFG
# of Institutions
80Shares Held
7.83MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC978KShares$22.9 Million0.04% of portfolio
-
Cwm, LLC788KShares$18.5 Million0.09% of portfolio
-
Envestnet Asset Management Inc734KShares$17.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC553KShares$13 Million0.01% of portfolio
-
Centennial Wealth Advisory LLC439KShares$10.3 Million4.45% of portfolio