Hb Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Hb Wealth Management, LLC holds 8,986 shares of BUFD stock, worth $249,631. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,986
Previous 8,986
-0.0%
Holding current value
$249,631
Previous $238,000
4.2%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BUFD
# of Institutions
193Shares Held
45.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.33MShares$259 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$99.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.7 Million8.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio