Schubert & CO First Tr Exc Trd Fd Viii Ft Cb Transaction History

Schubert & CO

$99.7 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$20.27 - $21.54 $268,253 - $285,060	13,234 New	13,234 $285,000

Others Institutions Holding BUFD

# of Institutions

131

Shares Held

28.6M

Call Options Held

0

Put Options Held

0

Gw Henssler & Associates LTD

4.06M
Shares

$99.4 Million
5.75% of portfolio
Lpl Financial LLC Fort Mill, SC

3.62M
Shares

$88.6 Million
0.05% of portfolio
Envestnet Asset Management Inc

2.77M
Shares

$67.8 Million
0.02% of portfolio
Centennial Wealth Advisory LLC

2.06M
Shares

$50.3 Million
22.64% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

889K
Shares

$21.8 Million
1.19% of portfolio

About FIRST TR EXC-TRD FD VIII FT CB

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