Kestra Private Wealth Services, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 25,301 shares of BUFD stock, worth $644,669. This represents 0.01% of its overall portfolio holdings.
Number of Shares
25,301
Previous 17,208
47.03%
Holding current value
$644,669
Previous $430,000
50.0%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding BUFD
# of Institutions
171Shares Held
37.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$159 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$102 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$83.4 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$45.4 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.41MShares$35.9 Million8.24% of portfolio