Milestone Asset Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Milestone Asset Management, LLC
- $473 Billion
- Q2 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 418,721 shares of BUFD stock, worth $11.3 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
418,721
Previous 311,483
34.43%
Holding current value
$11.3 Million
Previous $7.77 Billion
43.1%
% of portfolio
2.35%
Previous 1.65%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
183Shares Held
42.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$212 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$107 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$94.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$52.3 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$48 Million16.39% of portfolio