Creative One Wealth, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Creative One Wealth, LLC holds 250,422 shares of BUFD stock, worth $6.11 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
250,422
Previous 222,511
12.54%
Holding current value
$6.11 Million
Previous $5.05 Million
16.95%
% of portfolio
0.24%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding BUFD
# of Institutions
130Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$99.2 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88.3 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.6 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50.2 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.7 Million1.19% of portfolio