Octavia Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Octavia Wealth Advisors, LLC
- $818 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
443Shares Held
177MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.19 Billion0.49% of portfolio
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Cetera Investment Advisers Schaumburg, IL10.4MShares$305 Million0.63% of portfolio
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Commonwealth Equity Services, LLC8.33MShares$245 Million0.35% of portfolio
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Envestnet Asset Management Inc7.59MShares$223 Million0.08% of portfolio
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Royal Bank Of Canada Toronto, A65.03MShares$148 Million0.03% of portfolio