Davies Financial Advisors, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
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 35,778 shares of BUFD stock, worth $919,852. This represents 0.78% of its overall portfolio holdings.
Number of Shares
35,778
Previous 40,417
11.48%
Holding current value
$919,852
Previous $1.01 Billion
9.78%
% of portfolio
0.78%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$142 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.3 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.8 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35 Million8.0% of portfolio