Mc Kinley Carter Wealth Services, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.56 Billion
- Q1 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 $561,263. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,637
Previous 21,637
-0.0%
Holding current value
$561,263
Previous $552,000
2.72%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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