Edge Capital Group, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

Edge Capital Group, LLC

$1.9 Billion
Q4 2024

A detailed history of Edge Capital Group, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Edge Capital Group, LLC holds 8,421 shares of BUFD stock, worth $217,935. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,421

Holding current value

$217,935

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$24.94 - $25.74 $210,019 - $216,756	8,421 New	8,421 $214,000

Others Institutions Holding BUFD

# of Institutions

169

Shares Held

35M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$143 Million
0.06% of portfolio
Gw Henssler & Associates LTD

4.01M
Shares

$104 Million
6.23% of portfolio
Envestnet Asset Management Inc

3.32M
Shares

$85.8 Million
0.03% of portfolio
Centennial Wealth Advisory LLC

1.78M
Shares

$46.1 Million
18.17% of portfolio
Creekmur Asset Management LLC Morton, IL

1.36M
Shares

$35.2 Million
8.0% of portfolio

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About FIRST TR EXC-TRD FD VIII FT CB

Ticker BUFD
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Edge Capital Group, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History