Atlas Private Wealth Advisors First Tr Exc Trd Fd Viii Ft Cb Transaction History
Atlas Private Wealth Advisors
- $731 Million
- Q2 2025
A detailed history of Atlas Private Wealth Advisors transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 207,698 shares of BUFD stock, worth $5.6 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
207,698
Previous 278,320
25.37%
Holding current value
$5.6 Million
Previous $6.94 Million
20.56%
% of portfolio
0.75%
Previous 1.01%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
183Shares Held
42MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$211 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$107 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$93.8 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$52.1 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$47.8 Million16.39% of portfolio