Mc Kinley Carter Wealth Services, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.72 Billion
- Q2 2025
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 21,637 shares of BUFD stock, worth $593,070. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,637
Previous 21,637
-0.0%
Holding current value
$593,070
Previous $537,000
6.89%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$221 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$109 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$95.4 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$48.6 Million16.39% of portfolio