Brass Tax Wealth Management, Inc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 404,039 shares of BUFD stock, worth $10 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
404,039
Previous 382,935
5.51%
Holding current value
$10 Million
Previous $9.77 Billion
3.15%
% of portfolio
2.12%
Previous 2.06%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
171Shares Held
39.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$155 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$99.4 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.43MShares$85 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$47.5 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$44.2 Million17.04% of portfolio