Five Pine Wealth Management First Tr Exc Trd Fd Viii Ft Cb Transaction History
Five Pine Wealth Management
- $135 Billion
- Q2 2025
A detailed history of Five Pine Wealth Management transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Five Pine Wealth Management holds 30,655 shares of BUFD stock, worth $826,152. This represents 0.6% of its overall portfolio holdings.
Number of Shares
30,655
Previous 29,980
2.25%
Holding current value
$826,152
Previous $748 Million
8.85%
% of portfolio
0.6%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
183Shares Held
42.6MCall 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