Wealth Plan Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 558,777 shares of BUFR stock, worth $16.9 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
558,777
Previous 583,549
4.25%
Holding current value
$16.9 Million
Previous $17.4 Billion
2.39%
% of portfolio
2.42%
Previous 2.34%
Shares
12 transactions
Others Institutions Holding BUFR
# of Institutions
425Shares Held
167MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.07 Billion0.45% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.2MShares$310 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$260 Million0.38% of portfolio
-
Envestnet Asset Management Inc6.67MShares$202 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A65.03MShares$153 Million0.03% of portfolio