Davies Financial Advisors, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Davies Financial Advisors, Inc.
- $123 Billion
- Q3 2025
A detailed history of Davies Financial Advisors, Inc. transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 32,345 shares of BUFD stock, worth $892,075. This represents 0.73% of its overall portfolio holdings.
Number of Shares
32,345
Previous 32,645
0.92%
Holding current value
$892,075
Previous $867 Million
3.11%
% of portfolio
0.73%
Previous 0.67%
Shares
7 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$222 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$109 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.3 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.84MShares$50.8 Million15.79% of portfolio