Davies Financial Advisors, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Davies Financial Advisors, Inc.
- $117 Billion
- Q1 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 32,885 shares of BUFD stock, worth $886,250. This represents 0.7% of its overall portfolio holdings.
Number of Shares
32,885
Previous 35,778
8.09%
Holding current value
$886,250
Previous $913 Million
10.14%
% of portfolio
0.7%
Previous 0.78%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
183Shares Held
42MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$211 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$107 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$93.8 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$52.1 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$47.8 Million16.39% of portfolio