Mc Kinley Carter Wealth Services, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 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 11,712 shares of BUFD stock, worth $286,592. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,712
Previous 10,832
8.12%
Holding current value
$286,592
Previous $245,000
12.65%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
131Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$99.4 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88.6 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.8 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50.3 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.8 Million1.19% of portfolio