Ae Wealth Management LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Ae Wealth Management LLC holds 73,914 shares of BUFD stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
73,914
Previous 101,681
27.31%
Holding current value
$1.88 Million
Previous $2.55 Million
25.92%
% of portfolio
0.02%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding BUFD
# of Institutions
171Shares Held
37.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$159 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$102 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$83.4 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$45.4 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.41MShares$35.9 Million8.24% of portfolio