Kestra Private Wealth Services, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
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 573,309 shares of BUFD stock, worth $15.9 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
573,309
Previous 721,868
20.58%
Holding current value
$15.9 Million
Previous $19.2 Million
17.35%
% of portfolio
0.22%
Previous 0.29%
Shares
16 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