Axxcess Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Axxcess Wealth Management, LLC
- $4.58 Billion
- Q3 2025
A detailed history of Axxcess Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 719,991 shares of BUFD stock, worth $20 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
719,991
Previous 702,397
2.5%
Holding current value
$20 Million
Previous $18.7 Million
6.67%
% of portfolio
0.43%
Previous 0.46%
Shares
9 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 LLC1.97MShares$54.6 Million8.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio