Integrated Wealth Concepts LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
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 134,982 shares of BUFD stock, worth $3.72 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
134,982
Previous 117,111
15.26%
Holding current value
$3.72 Million
Previous $2.92 Million
22.73%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$222 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$109 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.3 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.84MShares$50.8 Million15.79% of portfolio