Worth Asset Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 2024
A detailed history of Worth Asset Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Worth Asset Management, LLC holds 8,731 shares of BUFR stock, worth $265,684. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,731
Previous 8,974
2.71%
Holding current value
$265,684
Previous $259,000
0.39%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding BUFR
# of Institutions
355Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.03 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$252 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$225 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$190 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio