Sowell Financial Services LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Sowell Financial Services LLC
- $2.09 Billion
- Q1 2024
A detailed history of Sowell Financial Services LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Sowell Financial Services LLC holds 55,258 shares of BUFD stock, worth $1.35 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
55,258
Previous 73,816
25.14%
Holding current value
$1.35 Million
Previous $1.68 Million
22.21%
% of portfolio
0.06%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
131Shares Held
28.6MCall Options Held
0Put Options Held
0-
Gw Henssler & Associates LTD4.06MShares$99.4 Million5.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$88.6 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.77MShares$67.8 Million0.02% of portfolio
-
Centennial Wealth Advisory LLC2.06MShares$50.3 Million22.64% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI889KShares$21.8 Million1.19% of portfolio