Creative Planning First Tr Exc Trd Fd Viii Ft Cb Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Creative Planning holds 9,787 shares of BUFD stock, worth $251,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,787

Holding current value

$251,623

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$23.78 - $25.04 $232,734 - $245,066	9,787 New	9,787 $245,000

Others Institutions Holding BUFD

# of Institutions

158

Shares Held

33.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$142 Million
0.06% of portfolio
Gw Henssler & Associates LTD

4.06M
Shares

$104 Million
5.76% of portfolio
Envestnet Asset Management Inc

3.32M
Shares

$85.3 Million
0.03% of portfolio
Centennial Wealth Advisory LLC

1.82M
Shares

$46.8 Million
18.02% of portfolio
Creekmur Asset Management LLC Morton, IL

1.36M
Shares

$35 Million
8.0% of portfolio

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About FIRST TR EXC-TRD FD VIII FT CB

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