Jacobi Capital Management LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Jacobi Capital Management LLC
- $1.3 Billion
- Q4 2024
A detailed history of Jacobi Capital Management LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Jacobi Capital Management LLC holds 176,800 shares of BUFD stock, worth $4.58 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
176,800
Previous 126,485
39.78%
Holding current value
$4.58 Million
Previous $3.17 Million
42.44%
% of portfolio
0.35%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
170Shares Held
35.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$143 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$104 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.8 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.1 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35.2 Million8.0% of portfolio