International Assets Investment Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$23.22 - $24.34 $31,927 - $33,467	1,375 New	1,375 $33.4 Million
Q2 2023 Jul 20, 2023	BUY	$20.27 - $21.54 $657,173 - $698,348	32,421 New	32,421 $698,000

Others Institutions Holding BUFD

# of Institutions

158

Shares Held

33.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$142 Million
0.06% of portfolio
Gw Henssler & Associates LTD

4.06M
Shares

$104 Million
5.76% of portfolio
Envestnet Asset Management Inc

3.32M
Shares

$85.3 Million
0.03% of portfolio
Centennial Wealth Advisory LLC

1.82M
Shares

$46.8 Million
18.02% of portfolio
Creekmur Asset Management LLC Morton, IL

1.36M
Shares

$35 Million
8.0% of portfolio

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