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 $907,433. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,443
Previous 29,083
1.24%
Holding current value
$907,433
Previous $869,000
3.22%
% of portfolio
0.34%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
359Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.05 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$256 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$228 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$192 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$156 Million0.36% of portfolio