Precedent Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 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 51,224 shares of BUFR stock, worth $1.71 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
51,224
Previous 48,829
4.9%
Holding current value
$1.71 Million
Previous $1.55 Billion
10.25%
% of portfolio
0.38%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
468Shares Held
184MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC39.8MShares$1.33 Billion0.45% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$381 Million0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL11MShares$367 Million0.63% of portfolio
-
Envestnet Asset Management Inc7.59MShares$253 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.26MShares$242 Million0.44% of portfolio