Walkner Condon Financial Advisors LLC First Tr Exc Trd Fd Viii Ft Cb Call Options Transaction History
Walkner Condon Financial Advisors LLC
- $482 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.7MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$208 Million0.08% of portfolio
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Gw Henssler & Associates LTD4.25MShares$113 Million6.16% of portfolio
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Envestnet Asset Management Inc3.43MShares$91.1 Million0.03% of portfolio
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Legacy Financial Group LLC1.93MShares$51.3 Million8.69% of portfolio
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Centennial Wealth Advisory LLC1.77MShares$47 Million16.39% of portfolio