Precedent Wealth Partners, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 71,163 shares of BUFD stock, worth $1.71 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
71,163
Previous 69,368
2.59%
Holding current value
$1.71 Million
Previous $1.77 Billion
0.3%
% of portfolio
0.49%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
174Shares Held
39.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$151 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$96.7 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$78.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$46.2 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$43 Million17.04% of portfolio