Concorde Asset Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q1 2025
A detailed history of Concorde Asset Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Concorde Asset Management, LLC holds 17,354 shares of BUFD stock, worth $450,162. This represents 0.24% of its overall portfolio holdings.
Number of Shares
17,354
Previous 15,256
13.75%
Holding current value
$450,162
Previous $389,000
11.05%
% of portfolio
0.24%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$204 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$110 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$89.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$49.7 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.3 Million17.04% of portfolio