Epg Wealth Management LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Epg Wealth Management LLC
- $359 Billion
- Q1 2025
A detailed history of Epg Wealth Management LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Epg Wealth Management LLC holds 10,000 shares of BUFD stock, worth $265,200. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$265,200
Previous $255 Million
2.23%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$208 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$113 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$91.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$50.8 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$47.3 Million17.04% of portfolio