Echo Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Echo Wealth Management, LLC
- $144 Million
- Q2 2025
A detailed history of Echo Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Echo Wealth Management, LLC holds 54,585 shares of BUFD stock, worth $1.47 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
54,585
Previous 49,537
10.19%
Holding current value
$1.47 Million
Previous $1.24 Million
17.33%
% of portfolio
1.0%
Previous 0.94%
Shares
12 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