Golden State Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 10,280 shares of BUFD stock, worth $254,532. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,280
Previous 20,560
50.0%
Holding current value
$254,532
Previous $512,000
49995.31%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
171Shares Held
39.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$155 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$99.4 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.43MShares$85 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$47.5 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$44.2 Million17.04% of portfolio