Legacy Wealth Managment, Llc/Id First Tr Exc Trd Fd Viii Ft Cb Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
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 111,970 shares of BUFD stock, worth $3.11 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
111,970
Previous 106,530
5.11%
Holding current value
$3.11 Million
Previous $2.83 Million
9.37%
% of portfolio
2.13%
Previous 2.35%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
193Shares Held
46.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.33MShares$259 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$99.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.7 Million8.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio