Paul Damon & Associates, Inc. First Tr Exc Trd Fd Viii Ft Cb Transaction History
Paul Damon & Associates, Inc.
- $162 Billion
- Q1 2025
A detailed history of Paul Damon & Associates, Inc. transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 51,927 shares of BUFD stock, worth $1.4 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
51,927
Previous 45,187
14.92%
Holding current value
$1.4 Million
Previous $1.15 Billion
12.35%
% of portfolio
0.8%
Previous 0.7%
Shares
8 transactions
Others Institutions Holding BUFD
# of Institutions
181Shares Held
42.4MCall Options Held
1KPut 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 Inc3.43MShares$92.6 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$52.2 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.77MShares$47.8 Million16.39% of portfolio