Five Pine Wealth Management First Tr Exc Trd Fd Viii Ft Cb Transaction History
Five Pine Wealth Management
- $123 Billion
- Q1 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 29,980 shares of BUFD stock, worth $777,681. This represents 0.61% of its overall portfolio holdings.
Number of Shares
29,980
Previous 31,052
3.45%
Holding current value
$777,681
Previous $792 Million
5.61%
% of portfolio
0.61%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$204 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$110 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$89.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$49.7 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.3 Million17.04% of portfolio