Wealthsource Partners, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding BUFT
# of Institutions
67Shares Held
4.64MCall Options Held
0Put Options Held
0-
Glen Eagle Advisors, LLC Kingston, NJ1MShares$24.3 Million3.64% of portfolio
-
Centennial Wealth Advisory LLC658KShares$15.9 Million4.93% of portfolio
-
Envestnet Asset Management Inc328KShares$7.95 Million0.0% of portfolio
-
Geneos Wealth Management Inc.225KShares$5.45 Million0.14% of portfolio
-
Cwm, LLC221KShares$5.36 Million0.02% of portfolio