Catalyst Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 94,632 shares of BUFD stock, worth $2.31 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
94,632
Previous 103,453
8.53%
Holding current value
$2.31 Million
Previous $2.03 Billion
4.99%
% of portfolio
1.81%
Previous 1.92%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
130Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$99.3 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88.4 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.7 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50.3 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.7 Million1.19% of portfolio