Lifestyle Asset Management, Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Lifestyle Asset Management, Inc.
- $293 Billion
- Q3 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 322,515 shares of BUFR stock, worth $10.8 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
322,515
Previous 554,223
41.81%
Holding current value
$10.8 Million
Previous $17.6 Billion
38.84%
% of portfolio
3.68%
Previous 8.23%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
477Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio