Amplius Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 992,058 shares of BUFR stock, worth $30.5 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

992,058

Previous 1,147,278 13.53%

Holding current value

$30.5 Million

Previous $35 Million 16.14%

% of portfolio

3.33%

Previous 4.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$29.34 - $31.31 $4.55 Million - $4.86 Million	-155,220 Reduced 13.53%	992,058 $29.3 Million
Q4 2024 Jan 16, 2025	BUY	$29.73 - $30.81 $4.13 Million - $4.28 Million	138,970 Added 13.78%	1,147,278 $35 Million
Q3 2024 Oct 16, 2024	BUY	$28.1 - $29.89 $16.2 Million - $17.3 Million	578,271 Added 134.47%	1,008,308 $30.1 Million
Q2 2024 Jul 22, 2024	SELL	$27.33 - $28.95 $334,300 - $354,116	-12,232 Reduced 2.77%	430,037 $12.4 Million
Q1 2024 Apr 16, 2024	SELL	$26.3 - $27.96 $20.1 Million - $21.3 Million	-762,837 Reduced 63.3%	442,269 $12.4 Million
Q4 2023 Jan 10, 2024	BUY	$23.71 - $26.6 $7.56 Million - $8.48 Million	318,965 Added 35.99%	1,205,106 $32 Million
Q3 2023 Oct 17, 2023	BUY	$24.4 - $25.62 $21.6 Million - $22.7 Million	886,141 New	886,141 $21.7 Million

Others Institutions Holding BUFR

# of Institutions

458

Shares Held

185M

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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Amplius Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History