Sonoma Private Wealth LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Sonoma Private Wealth LLC
- $83.7 Billion
- Q3 2025
A detailed history of Sonoma Private Wealth LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 32,402 shares of BUFR stock, worth $1.09 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
32,402
Previous 32,353
0.15%
Holding current value
$1.09 Million
Previous $1.03 Billion
5.25%
% of portfolio
1.29%
Previous 1.26%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
478Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio