Sonoma Private Wealth LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Sonoma Private Wealth LLC

$64.2 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$23.71 - $26.6 $263,441 - $295,552	11,111 New	11,111 $295 Million

Others Institutions Holding BUFR

# of Institutions

356

Shares Held

148M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

34M
Shares

$1.03 Billion
0.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

8.29M
Shares

$252 Million
0.56% of portfolio
Commonwealth Equity Services, LLC

7.41M
Shares

$225 Million
0.34% of portfolio
Envestnet Asset Management Inc

6.25M
Shares

$190 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

5.05M
Shares

$154 Million
0.36% of portfolio

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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