Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 153,669 shares of BUFR stock, worth $4.68 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
153,669
Previous 150,767
1.92%
Holding current value
$4.68 Million
Previous $4.36 Billion
5.34%
% of portfolio
0.56%
Previous 2.9%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
355Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.03 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$252 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$225 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$190 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio