Brass Tax Wealth Management, Inc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 425,004 shares of BUFD stock, worth $11.8 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
425,004
Previous 404,039
5.19%
Holding current value
$11.8 Million
Previous $10.1 Billion
11.98%
% of portfolio
2.17%
Previous 2.12%
Shares
6 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$223 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96.4 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.6 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$49.1 Million16.39% of portfolio