Patriot Financial Group Insurance Agency, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	BUY	$18.74 - $20.43 $102,151 - $111,363	5,451 New	5,451 $108,000

Others Institutions Holding BUFG

# of Institutions

Shares Held

8.1M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

962K
Shares

$23.8 Million
0.04% of portfolio
Envestnet Asset Management Inc

700K
Shares

$17.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

675K
Shares

$16.7 Million
0.01% of portfolio
Cwm, LLC

599K
Shares

$14.9 Million
0.06% of portfolio
Centennial Wealth Advisory LLC

526K
Shares

$13 Million
5.01% of portfolio

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