Castleview Partners, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Castleview Partners, LLC
- $111 Million
- Q1 2025
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 28,534 shares of BUFD stock, worth $756,721. This represents 0.64% of its overall portfolio holdings.
Number of Shares
28,534
Previous 29,016
1.66%
Holding current value
$756,721
Previous $740,000
3.92%
% of portfolio
0.64%
Previous 0.49%
Shares
14 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$208 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$113 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$91.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$50.8 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$47.3 Million17.04% of portfolio