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

Philip James Wealth Mangement, LLC

$814 Billion
Q3 2024

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 153,669 shares of BUFR stock, worth $4.59 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

153,669

Previous 150,767 1.92%

Holding current value

$4.59 Million

Previous $4.36 Billion 5.34%

% of portfolio

0.56%

Previous 2.9%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

341

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
Sector ETFs
Industry ETFs

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