Mc Kinley Carter Wealth Services, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.6 Billion
- Q4 2024
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 $560,831. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,637
Previous 21,912
1.26%
Holding current value
$560,831
Previous $548,000
0.73%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
160Shares Held
34.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$143 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$104 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.32MShares$86 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.2 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35.3 Million8.0% of portfolio