Simplicity Wealth,Llc First Tr Exc Trd Fd Viii Ft Cb Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 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 202,770 shares of BUFD stock, worth $5.52 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
202,770
Previous 117,062
73.22%
Holding current value
$5.52 Million
Previous $2.91 Million
85.18%
% of portfolio
0.24%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$220 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$108 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$94.7 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2MShares$54.4 Million0.12% of portfolio
-
Legacy Financial Group LLC1.93MShares$52.6 Million8.69% of portfolio