Jacobi Capital Management LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 2024
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 126,485 shares of BUFD stock, worth $3.21 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
126,485
Previous 87,815
44.04%
Holding current value
$3.21 Million
Previous $2.14 Million
48.34%
% of portfolio
0.25%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
155Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$140 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$103 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$84.1 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.2 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$34.5 Million8.0% of portfolio