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

International Assets Investment Management, LLC

$957 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

131

Shares Held

28.6M

Call Options Held

Put Options Held

Gw Henssler & Associates LTD

4.06M
Shares

$99.4 Million
5.75% of portfolio
Lpl Financial LLC Fort Mill, SC

3.62M
Shares

$88.6 Million
0.05% of portfolio
Envestnet Asset Management Inc

2.77M
Shares

$67.8 Million
0.02% of portfolio
Centennial Wealth Advisory LLC

2.06M
Shares

$50.3 Million
22.64% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

889K
Shares

$21.8 Million
1.19% of portfolio

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