Capital Asset Advisory Services LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 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 713,153 shares of BUFD stock, worth $18.5 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
713,153
Previous 704,355
1.25%
Holding current value
$18.5 Million
Previous $17.6 Million
3.19%
% of portfolio
0.9%
Previous 0.88%
Shares
10 transactions
Others Institutions Holding BUFD
# of Institutions
160Shares Held
34.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$143 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$104 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.9 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.1 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35.3 Million8.0% of portfolio