Milestone Asset Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Milestone Asset Management, LLC holds 420,872 shares of BUFD stock, worth $10.6 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
420,872
Previous 425,192
1.02%
Holding current value
$10.6 Million
Previous $10.6 Billion
0.88%
% of portfolio
2.37%
Previous 2.39%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
172Shares Held
37.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$157 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$101 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$82.3 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$44.8 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.41MShares$35.4 Million8.24% of portfolio