Milestone Asset Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Milestone Asset Management, LLC
- $470 Billion
- Q1 2025
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 311,483 shares of BUFD stock, worth $7.74 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
311,483
Previous 420,872
25.99%
Holding current value
$7.74 Million
Previous $10.7 Billion
27.64%
% of portfolio
1.65%
Previous 2.37%
Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
172Shares Held
39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$155 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$99.7 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$81.4 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$47.6 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$44.3 Million18.17% of portfolio