Integrated Wealth Concepts LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 58,962 shares of BUFD stock, worth $1.44 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
58,962
Previous 41,850
40.89%
Holding current value
$1.44 Million
Previous $949,000
46.47%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
131Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$99.4 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88.6 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.8 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50.3 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.8 Million1.19% of portfolio