Triad Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 979,487 shares of BUFR stock, worth $32.9 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
979,487
Previous 54,676
1691.44%
Holding current value
$32.9 Million
Previous $1.74 Billion
1782.7%
% of portfolio
4.22%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
476Shares 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