Ae Wealth Management LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Ae Wealth Management LLC holds 43,169 shares of BUFD stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
43,169
Previous 73,914
41.6%
Holding current value
$1.11 Million
Previous $1.89 Million
42.9%
% of portfolio
0.01%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$202 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$110 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$88.5 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$49.4 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46 Million17.04% of portfolio