Walkner Condon Financial Advisors LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Walkner Condon Financial Advisors LLC
- $482 Million
- Q1 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 71,532 shares of BUFD stock, worth $1.77 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
71,532
Previous 216,209
66.92%
Holding current value
$1.77 Million
Previous $5.52 Million
67.66%
% of portfolio
0.37%
Previous 1.15%
Shares
15 transactions
Others Institutions Holding BUFD
# of Institutions
171Shares Held
39.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.25MShares$155 Million0.07% of portfolio
-
Gw Henssler & Associates LTD4.01MShares$99.4 Million6.23% of portfolio
-
Envestnet Asset Management Inc3.43MShares$85 Million0.03% of portfolio
-
Legacy Financial Group LLC1.92MShares$47.5 Million8.4% of portfolio
-
Centennial Wealth Advisory LLC1.78MShares$44.2 Million17.04% of portfolio