Kestra Private Wealth Services, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
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 20,162 shares of BUFD stock, worth $504,251. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,162
Previous 19,729
2.19%
Holding current value
$504,251
Previous $465,000
5.38%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding BUFD
# of Institutions
140Shares Held
31.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.31MShares$108 Million0.05% of portfolio
-
Gw Henssler & Associates LTD4.04MShares$101 Million6.02% of portfolio
-
Envestnet Asset Management Inc3.14MShares$78.6 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.85MShares$46.4 Million19.71% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.27MShares$31.8 Million7.98% of portfolio