Planwiser Financial, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Planwiser Financial, LLC holds 14,532 shares of BUFD stock, worth $359,812. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,532Holding current value
$359,812% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding BUFD
# of Institutions
174Shares Held
41.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$194 Million0.08% of portfolio
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Gw Henssler & Associates LTD4.01MShares$99.4 Million6.23% of portfolio
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Envestnet Asset Management Inc3.43MShares$85 Million0.03% of portfolio
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Legacy Financial Group LLC1.92MShares$47.5 Million8.4% of portfolio
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Centennial Wealth Advisory LLC1.78MShares$44.2 Million17.04% of portfolio