Precedent Wealth Partners, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 38,138 shares of BUFD stock, worth $967,179. This represents 0.31% of its overall portfolio holdings.
Number of Shares
38,138Holding current value
$967,179% of portfolio
0.31%Shares
1 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
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Gw Henssler & Associates LTD4.06MShares$103 Million5.76% of portfolio
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Envestnet Asset Management Inc3.32MShares$84.1 Million0.03% of portfolio
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Centennial Wealth Advisory LLC1.82MShares$46.2 Million18.02% of portfolio
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Creekmur Asset Management LLC Morton, IL1.36MShares$34.5 Million8.0% of portfolio