Sonoma Private Wealth LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Sonoma Private Wealth LLC
- $72.1 Billion
- Q1 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 33,907 shares of BUFR stock, worth $1.05 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
33,907
Previous 31,172
8.77%
Holding current value
$1.05 Million
Previous $950 Million
5.99%
% of portfolio
1.4%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
457Shares Held
184MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC40.5MShares$1.26 Billion0.49% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4MShares$321 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ9.87MShares$306 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC8.33MShares$258 Million0.35% of portfolio
-
Envestnet Asset Management Inc7.59MShares$235 Million0.08% of portfolio