Wealth Plan Investment Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 423,365 shares of BUFR stock, worth $13.1 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
423,365
Previous 376,855
12.34%
Holding current value
$13.1 Million
Previous $11.3 Million
14.52%
% of portfolio
1.37%
Previous 1.22%
Shares
13 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