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

Philip James Wealth Mangement, LLC

$857 Billion
Q3 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 6,333 shares of BUFR stock, worth $212,852. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,333

Previous 12,179 48.0%

Holding current value

$212,852

Previous $387 Million 45.35%

% of portfolio

0.02%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$31.79 - $33.42 $185,844 - $195,373	-5,846 Reduced 48.0%	6,333 $212 Million
Q2 2025 Jul 18, 2025	SELL	$27.3 - $31.8 $4,258 - $4,960	-156 Reduced 1.26%	12,179 $387 Million
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

477

Shares Held

195M

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