Walkner Condon Financial Advisors LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Walkner Condon Financial Advisors LLC
- $466 Million
- Q1 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 283,035 shares of BUFD stock, worth $6.93 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
283,035
Previous 441,594
35.91%
Holding current value
$6.93 Million
Previous $10 Million
33.4%
% of portfolio
1.43%
Previous 2.3%
Shares
11 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