Kestra Private Wealth Services, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 721,868 shares of BUFD stock, worth $19.9 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
721,868
Previous 113,505
535.98%
Holding current value
$19.9 Million
Previous $2.83 Million
577.22%
% of portfolio
0.29%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding BUFD
# of Institutions
189Shares Held
43.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$222 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$109 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.3 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.84MShares$50.8 Million15.79% of portfolio