Precedent Wealth Partners, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Precedent Wealth Partners, LLC
- $477 Billion
- Q4 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 97,181 shares of BUFD stock, worth $2.7 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
97,181
Previous 93,618
3.81%
Holding current value
$2.7 Million
Previous $2.59 Billion
6.06%
% of portfolio
0.58%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding BUFD
# of Institutions
193Shares Held
46.8MCall 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 LLC1.97MShares$54.6 Million8.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio