True Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 29,083 shares of BUFR stock, worth $865,800. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,083
Previous 29,083
-0.0%
Holding current value
$865,800
Previous $813,000
3.44%
% of portfolio
0.34%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
327Shares Held
130MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC29.6MShares$880 Million0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL7.35MShares$219 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC6.55MShares$195 Million0.3% of portfolio
-
Envestnet Asset Management Inc5.4MShares$161 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.55MShares$136 Million0.32% of portfolio