Axxcess Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Axxcess Wealth Management, LLC
- $3.47 Billion
- Q1 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 854,231 shares of BUFD stock, worth $20.8 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
854,231
Previous 683,720
24.94%
Holding current value
$20.8 Million
Previous $15.5 Million
29.84%
% of portfolio
0.58%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
130Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$98.8 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.4 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.6 Million1.19% of portfolio