Precedent Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 48,829 shares of BUFR stock, worth $1.6 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
48,829
Previous 38,542
26.69%
Holding current value
$1.6 Million
Previous $1.14 Billion
35.69%
% of portfolio
0.38%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
468Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.3 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$360 Million0.63% of portfolio
-
Commonwealth Equity Services, LLC10.8MShares$352 Million0.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.09MShares$297 Million0.65% of portfolio
-
Envestnet Asset Management Inc7.59MShares$248 Million0.07% of portfolio