Walkner Condon Financial Advisors LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Walkner Condon Financial Advisors LLC
- $529 Million
- Q2 2025
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 53,124 shares of BUFD stock, worth $1.47 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
53,124
Previous 71,532
25.73%
Holding current value
$1.47 Million
Previous $1.78 Million
20.96%
% of portfolio
0.27%
Previous 0.37%
Shares
16 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$222 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$109 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.3 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.84MShares$50.8 Million15.79% of portfolio