Milestone Asset Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 2024
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 425,192 shares of BUFD stock, worth $10.8 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
425,192
Previous 404,043
5.23%
Holding current value
$10.8 Million
Previous $9.83 Billion
8.35%
% of portfolio
2.39%
Previous 2.46%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
155Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$140 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$103 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$84.2 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.2 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$34.5 Million8.0% of portfolio