Ae Wealth Management LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$24.64 - $27.11 $7.43 Million - $8.18 Million	301,637 Added 45.83%	959,759 $25.9 Million
Q3 2023 Oct 11, 2023	BUY	$24.8 - $25.67 $2.63 Million - $2.72 Million	106,154 Added 19.23%	658,122 $16.6 Million
Q2 2023 Jul 10, 2023	SELL	$22.58 - $25.03 $387,472 - $429,514	-17,160 Reduced 3.02%	551,968 $13.8 Million
Q1 2023 Apr 14, 2023	BUY	$19.74 - $23.04 $591,331 - $690,186	29,956 Added 5.56%	569,128 $13.1 Million
Q4 2022 Jan 31, 2023	BUY	$19.39 - $21.36 $858,880 - $946,141	44,295 Added 8.95%	539,172 $10.7 Million
Q3 2022 Oct 25, 2022	BUY	$19.77 - $22.92 $9.78 Million - $11.3 Million	494,877 New	494,877 $9.79 Million

Others Institutions Holding BUFQ

# of Institutions

110

Shares Held

20.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

6.63M
Shares

$207 Million
0.09% of portfolio
Good Life Advisors, LLC

1.23M
Shares

$38.5 Million
2.38% of portfolio
Creekmur Asset Management LLC Morton, IL

1.1M
Shares

$34.2 Million
7.83% of portfolio
Envestnet Asset Management Inc

854K
Shares

$26.6 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

815K
Shares

$25.4 Million
0.06% of portfolio

About FIRST TR EX TR FD VIII FT CBOE

Ticker BUFQ
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