Axxcess Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 688,504 shares of BUFD stock, worth $16.6 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
688,504
Previous 663,224
3.81%
Holding current value
$16.6 Million
Previous $16.6 Million
5.8%
% of portfolio
0.44%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding BUFD
# of Institutions
173Shares Held
39.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$151 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$96.7 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$78.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$46.2 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$43 Million17.04% of portfolio