Legacy Wealth Managment, Llc/Id First Tr Exc Trd Fd Viii Ft Cb Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 67,461 shares of BUFD stock, worth $1.76 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
67,461
Previous 32,496
107.6%
Holding current value
$1.76 Million
Previous $813,000
111.69%
% of portfolio
1.23%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
168Shares Held
37.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$163 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$105 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$85.5 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.5 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.41MShares$36.8 Million8.24% of portfolio