Castleview Partners, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Castleview Partners, LLC
- $146 Million
- Q1 2024
A detailed history of Castleview Partners, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Castleview Partners, LLC holds 36,690 shares of BUFD stock, worth $897,804. This represents 0.59% of its overall portfolio holdings.
Number of Shares
36,690
Previous 33,009
11.15%
Holding current value
$897,804
Previous $749,000
15.49%
% of portfolio
0.59%
Previous 0.53%
Shares
10 transactions
Others Institutions Holding BUFD
# of Institutions
131Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$99.4 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88.6 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.8 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50.3 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.8 Million1.19% of portfolio