Mc Kinley Carter Wealth Services, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 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 21,912 shares of BUFD stock, worth $563,357. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,912
Previous 11,712
87.09%
Holding current value
$563,357
Previous $284,000
92.96%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$142 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.3 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.8 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35 Million8.0% of portfolio