Catalyst Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 94,632 shares of BUFD stock, worth $2.43 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
94,632
Previous 103,453
8.53%
Holding current value
$2.43 Million
Previous $2.03 Billion
4.99%
% of portfolio
1.81%
Previous 1.92%
Shares
2 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