True Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 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 $893,720. This represents 0.32% of its overall portfolio holdings.
Number of Shares
29,083
Previous 29,083
-0.0%
Holding current value
$893,720
Previous $841,000
3.33%
% of portfolio
0.32%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.05 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$255 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$155 Million0.36% of portfolio