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 $11.4 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
418,721
Previous 311,483
34.43%
Holding current value
$11.4 Million
Previous $7.77 Billion
43.1%
% of portfolio
2.35%
Previous 1.65%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$220 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$108 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$94.7 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2MShares$54.4 Million0.12% of portfolio
-
Legacy Financial Group LLC1.93MShares$52.6 Million8.69% of portfolio