True Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, True Wealth Advisors, LLC holds 29,443 shares of BUFR stock, worth $912,733. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,443
Previous 29,083
1.24%
Holding current value
$912,733
Previous $869,000
3.22%
% of portfolio
0.34%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
419Shares Held
167MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.1 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$318 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$266 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$207 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$156 Million0.03% of portfolio