Precedent Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
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 39,023 shares of BUFR stock, worth $1.17 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,023
Previous 32,454
20.24%
Holding current value
$1.17 Million
Previous $970 Million
22.57%
% of portfolio
0.39%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
426Shares Held
168MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.06 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$307 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$258 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$200 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$151 Million0.03% of portfolio