Mc Kinley Carter Wealth Services, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.82 Billion
- Q3 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 18,720 shares of BUFD stock, worth $520,041. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,720
Previous 21,637
13.48%
Holding current value
$520,041
Previous $574,000
9.93%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
193Shares Held
46.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.33MShares$259 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$99.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.7 Million8.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio