Brass Tax Wealth Management, Inc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Brass Tax Wealth Management, Inc
- $602 Billion
- Q3 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 445,824 shares of BUFD stock, worth $12.4 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
445,824
Previous 425,004
4.9%
Holding current value
$12.4 Million
Previous $11.3 Billion
9.16%
% of portfolio
2.05%
Previous 2.17%
Shares
7 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