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

Iams Wealth Management, LLC

$204 Billion
Q3 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 140,021 shares of BUFR stock, worth $4.27 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

140,021

Previous 89,159 57.05%

Holding current value

$4.27 Million

Previous $2.58 Billion 62.31%

% of portfolio

2.05%

Previous 1.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

356

Shares Held

148M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
Sector ETFs
Industry ETFs

More about BUFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

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