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 $740,206. This represents 0.61% of its overall portfolio holdings.
Number of Shares
29,980
Previous 31,052
3.45%
Holding current value
$740,206
Previous $792 Million
5.61%
% of portfolio
0.61%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
172Shares Held
39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$154 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$99.1 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$80.8 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$47.3 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$44.1 Million17.04% of portfolio