Legacy Investment Solutions, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Legacy Investment Solutions, LLC
- $120 Million
- Q2 2025
A detailed history of Legacy Investment Solutions, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 106,530 shares of BUFD stock, worth $2.95 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
106,530
Previous 67,461
57.91%
Holding current value
$2.95 Million
Previous $1.72 Million
64.38%
% of portfolio
2.35%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$223 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96.3 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.5 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$49.1 Million16.39% of portfolio