Perissos Private Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 56,257 shares of BUFR stock, worth $1.75 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
56,257
Previous 37,959
48.2%
Holding current value
$1.75 Million
Previous $1.13 Billion
51.08%
% of portfolio
1.28%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
375Shares Held
150MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.06 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$257 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$230 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$194 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$157 Million0.36% of portfolio