Precedent Wealth Partners, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 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 69,368 shares of BUFD stock, worth $1.8 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
69,368
Previous 38,138
81.89%
Holding current value
$1.8 Million
Previous $955 Million
85.37%
% of portfolio
0.58%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
160Shares Held
34.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$143 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$104 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.9 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.1 Million18.17% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35.3 Million8.0% of portfolio