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 $2.62 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
94,632
Previous 103,453
8.53%
Holding current value
$2.62 Million
Previous $2.03 Billion
4.99%
% of portfolio
1.81%
Previous 1.92%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$223 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96.4 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.6 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$49.1 Million16.39% of portfolio