Jacobi Capital Management LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Jacobi Capital Management LLC
- $1.31 Billion
- Q1 2025
A detailed history of Jacobi Capital Management LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Jacobi Capital Management LLC holds 185,964 shares of BUFD stock, worth $4.93 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
185,964
Previous 176,800
5.18%
Holding current value
$4.93 Million
Previous $4.51 Million
2.84%
% of portfolio
0.36%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$208 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$113 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$91.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$50.8 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$47.3 Million17.04% of portfolio