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

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

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 1,147,278 shares of BUFR stock, worth $35.9 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

1,147,278

Previous 1,008,308 13.78%

Holding current value

$35.9 Million

Previous $30.1 Million 15.99%

% of portfolio

4.11%

Previous 3.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

418

Shares Held

167M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
Sector ETFs
Industry ETFs

More about BUFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

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