Atlas Private Wealth Advisors First Tr Exc Trd Fd Viii Ft Cb Transaction History
Atlas Private Wealth Advisors
- $380 Million
- Q3 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 91,183 shares of BUFD stock, worth $2.54 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
91,183
Previous 207,698
56.1%
Holding current value
$2.54 Million
Previous $5.52 Million
54.31%
% of portfolio
0.66%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
192Shares Held
43.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$224 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$100 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.8 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.84MShares$51.2 Million15.79% of portfolio