Simplicity Wealth,Llc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Simplicity Wealth,Llc holds 117,062 shares of BUFD stock, worth $2.85 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
117,062Holding current value
$2.85 Million% of portfolio
0.24%Shares
4 transactions
Others Institutions Holding BUFD
# of Institutions
174Shares Held
39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$152 Million0.07% of portfolio
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Gw Henssler & Associates LTD4.01MShares$97.8 Million6.23% of portfolio
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Envestnet Asset Management Inc3.27MShares$79.8 Million0.03% of portfolio
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Legacy Financial Group LLC1.92MShares$46.7 Million8.4% of portfolio
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Centennial Wealth Advisory LLC1.78MShares$43.4 Million18.17% of portfolio