Precedent Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 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 38,542 shares of BUFR stock, worth $1.19 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
38,542
Previous 39,023
1.23%
Holding current value
$1.19 Million
Previous $1.19 Billion
3.76%
% of portfolio
0.32%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
458Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.25 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4MShares$319 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$304 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC8.33MShares$256 Million0.35% of portfolio
-
Envestnet Asset Management Inc7.59MShares$233 Million0.08% of portfolio