Iams Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Iams Wealth Management, LLC holds 154,954 shares of BUFR stock, worth $4.68 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

154,954

Previous 140,021 10.66%

Holding current value

$4.68 Million

Previous $4.19 Billion 12.81%

% of portfolio

2.16%

Previous 2.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$29.73 - $30.81 $443,958 - $460,085	14,933 Added 10.66%	154,954 $4.72 Billion
Q3 2024 Oct 11, 2024	BUY	$28.1 - $29.89 $1.43 Million - $1.52 Million	50,862 Added 57.05%	140,021 $4.19 Billion
Q2 2024 Aug 05, 2024	BUY	$27.33 - $28.95 $834,712 - $884,190	30,542 Added 52.1%	89,159 $2.58 Billion
Q1 2024 Apr 18, 2024	SELL	$26.3 - $27.96 $1.42 Million - $1.51 Million	-54,047 Reduced 47.97%	58,617 $1.61 Billion
Q4 2023 Feb 07, 2024	SELL	$23.71 - $26.6 $655,083 - $734,931	-27,629 Reduced 19.69%	112,664 $2.99 Billion
Q3 2023 Nov 14, 2023	BUY	$24.4 - $25.62 $3.42 Million - $3.59 Million	140,293 New	140,293 $3.44 Billion
Q1 2023 Oct 30, 2023	BUY	$22.08 - $23.58 $142,416 - $152,091	6,450 Added 16.86%	44,713 $1.04 Billion
Q4 2022 Oct 27, 2023	BUY	$20.8 - $22.98 $795,870 - $879,283	38,263 New	38,263 $850 Million

Others Institutions Holding BUFR

# of Institutions

426

Shares Held

167M

Call Options Held

Put Options Held

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About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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Iams Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History