Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Philip James Wealth Mangement, LLC

$822 Billion
Q1 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 12,335 shares of BUFR stock, worth $392,129. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,335

Previous 18,557 33.53%

Holding current value

$392,129

Previous $565 Million 35.23%

% of portfolio

0.04%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$29.34 - $31.31 $182,553 - $194,810	-6,222 Reduced 33.53%	12,335 $366 Million
Q4 2024 Jan 31, 2025	SELL	$29.73 - $30.81 $4.02 Million - $4.16 Million	-135,112 Reduced 87.92%	18,557 $565 Million
Q3 2024 Oct 31, 2024	BUY	$28.1 - $29.89 $81,546 - $86,740	2,902 Added 1.92%	153,669 $4.59 Billion
Q2 2024 Jul 23, 2024	SELL	$27.33 - $28.95 $1.61 Million - $1.71 Million	-59,073 Reduced 28.15%	150,767 $4.36 Billion
Q1 2024 Apr 29, 2024	BUY	$26.3 - $27.96 $299,188 - $318,072	11,376 Added 5.73%	209,840 $5.87 Billion
Q4 2023 Jan 29, 2024	BUY	$23.71 - $26.6 $4.71 Million - $5.28 Million	198,464 New	198,464 $5.27 Billion

Others Institutions Holding BUFR

# of Institutions

457

Shares Held

184M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History