Tyler Stone Wealth Management First Tr Exc Trd Fd Viii Ft Cb Transaction History
Tyler Stone Wealth Management
- $523 Million
- Q1 2025
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 108,312 shares of BUFD stock, worth $2.81 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
108,312
Previous 126,416
14.32%
Holding current value
$2.81 Million
Previous $3.23 Million
16.24%
% of portfolio
0.52%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$204 Million0.08% of portfolio
-
Gw Henssler & Associates LTD4.25MShares$110 Million6.16% of portfolio
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Envestnet Asset Management Inc3.43MShares$89.1 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$49.7 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$46.3 Million17.04% of portfolio