Simplicity Wealth,Llc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
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 122,277 shares of BUFD stock, worth $3.11 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
122,277
Previous 106,070
15.28%
Holding current value
$3.11 Million
Previous $2.58 Million
18.69%
% of portfolio
0.3%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding BUFD
# of Institutions
155Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$141 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$103 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$84.5 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.4 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$34.7 Million8.0% of portfolio