Axxcess Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 663,224 shares of BUFD stock, worth $16.9 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

663,224

Previous 965,367 31.3%

Holding current value

$16.9 Million

Previous $23.5 Million 29.26%

% of portfolio

0.43%

Previous 0.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$23.78 - $25.04 $7.18 Million - $7.57 Million	-302,143 Reduced 31.3%	663,224 $16.6 Million
Q2 2024 Aug 09, 2024	BUY	$23.22 - $24.34 $2.58 Million - $2.71 Million	111,136 Added 13.01%	965,367 $23.5 Million
Q1 2024 May 14, 2024	BUY	$22.48 - $23.63 $3.83 Million - $4.03 Million	170,511 Added 24.94%	854,231 $20.2 Million
Q4 2023 Feb 06, 2024	BUY	$20.7 - $22.72 $2.21 Million - $2.43 Million	106,873 Added 18.53%	683,720 $15.5 Million
Q3 2023 Nov 14, 2023	BUY	$21.12 - $21.9 $12.2 Million - $12.6 Million	576,847 New	576,847 $12.3 Million

Others Institutions Holding BUFD

# of Institutions

158

Shares Held

33.7M

Call Options Held

Put Options Held

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About FIRST TR EXC-TRD FD VIII FT CB

Ticker BUFD
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History