Simplicity Wealth,Llc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 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 106,070 shares of BUFD stock, worth $2.61 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
106,070
Previous 20,543
416.33%
Holding current value
$2.61 Million
Previous $484,000
432.85%
% of portfolio
0.06%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
140Shares Held
31.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.31MShares$106 Million0.05% of portfolio
-
Gw Henssler & Associates LTD4.04MShares$99.4 Million6.02% of portfolio
-
Envestnet Asset Management Inc3.14MShares$77.5 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.85MShares$45.7 Million19.71% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.27MShares$31.3 Million7.98% of portfolio