Partners Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Partners Wealth Management, LLC
- $101 Billion
- Q3 2025
A detailed history of Partners Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Partners Wealth Management, LLC holds 14,499 shares of BUFD stock, worth $402,782. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,499
Previous 18,296
20.75%
Holding current value
$402,782
Previous $457 Million
12.28%
% of portfolio
0.4%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
193Shares Held
46.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.33MShares$259 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$99.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.7 Million8.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio