Milestone Asset Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Milestone Asset Management, LLC
- $529 Billion
- Q3 2025
A detailed history of Milestone Asset Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Milestone Asset Management, LLC holds 456,523 shares of BUFD stock, worth $12.7 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
456,523
Previous 418,721
9.03%
Holding current value
$12.7 Million
Previous $11.1 Billion
13.46%
% of portfolio
2.39%
Previous 2.35%
Shares
6 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