Walkner Condon Financial Advisors LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 214,738 shares of BUFD stock, worth $5.52 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
214,738
Previous 275,809
22.14%
Holding current value
$5.52 Million
Previous $6.71 Million
19.83%
% of portfolio
1.11%
Previous 1.46%
Shares
13 transactions
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$142 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.3 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.8 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35 Million8.0% of portfolio