Capital Asset Advisory Services LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Capital Asset Advisory Services LLC
- $2.13 Billion
- Q2 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 738,615 shares of BUFD stock, worth $20.1 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
738,615
Previous 707,807
4.35%
Holding current value
$20.1 Million
Previous $17.6 Million
11.53%
% of portfolio
0.92%
Previous 0.91%
Shares
12 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
42.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$219 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$107 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$94.5 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2MShares$54.3 Million0.12% of portfolio
-
Legacy Financial Group LLC1.93MShares$52.5 Million8.69% of portfolio