Integrated Wealth Concepts LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 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 117,111 shares of BUFD stock, worth $3.04 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
117,111
Previous 107,348
9.09%
Holding current value
$3.04 Million
Previous $2.74 Million
6.64%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$204 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$110 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$89.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$49.7 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.3 Million17.04% of portfolio