Tyler Stone Wealth Management First Tr Exc Trd Fd Viii Ft Cb Transaction History
Tyler Stone Wealth Management
- $535 Million
- Q4 2024
A detailed history of Tyler Stone Wealth Management transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Tyler Stone Wealth Management holds 126,416 shares of BUFD stock, worth $3.08 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
126,416
Previous 73,044
73.07%
Holding current value
$3.08 Million
Previous $1.83 Million
76.38%
% of portfolio
0.6%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding BUFD
# of Institutions
174Shares Held
39.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$152 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$97.8 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.27MShares$79.8 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$46.7 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$43.4 Million18.17% of portfolio