Brass Tax Wealth Management, Inc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
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 359,108 shares of BUFD stock, worth $9.22 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
359,108
Previous 328,641
9.27%
Holding current value
$9.22 Million
Previous $7.99 Billion
99.89%
% of portfolio
3.57%
Previous 3.45%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$142 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.1 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.8 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$34.9 Million8.0% of portfolio