Capital Asset Advisory Services LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Capital Asset Advisory Services LLC
- $2.3 Billion
- Q3 2025
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 751,791 shares of BUFD stock, worth $20.9 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
751,791
Previous 738,615
1.78%
Holding current value
$20.9 Million
Previous $19.6 Million
5.92%
% of portfolio
0.9%
Previous 0.92%
Shares
13 transactions
Others Institutions Holding BUFD
# of Institutions
193Shares Held
46.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.33MShares$259 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$99.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.7 Million8.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio