Capital Asset Advisory Services LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q3 2024
A detailed history of Capital Asset Advisory Services LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 704,355 shares of BUFD stock, worth $18.1 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
704,355
Previous 627,265
12.29%
Holding current value
$18.1 Million
Previous $15.3 Million
15.61%
% of portfolio
0.88%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$142 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.3 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.8 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35 Million8.0% of portfolio