Legacy Wealth Managment, Llc/Id First Tr Exc Trd Fd Viii Ft Cb Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 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 76,593 shares of BUFD stock, worth $1.99 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
76,593
Previous 67,461
13.54%
Holding current value
$1.99 Million
Previous $1.72 Million
10.98%
% of portfolio
1.57%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$204 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$110 Million6.16% of portfolio
-
Envestnet Asset Management Inc3.43MShares$89.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$49.7 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.3 Million17.04% of portfolio