Simplicity Wealth,Llc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 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 286,982 shares of BUFD stock, worth $7.98 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
286,982
Previous 202,770
41.53%
Holding current value
$7.98 Million
Previous $5.39 Million
47.3%
% of portfolio
0.5%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding BUFD
# of Institutions
192Shares Held
43.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$224 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$100 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.8 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.84MShares$51.2 Million15.79% of portfolio