Balboa Wealth Partners First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Balboa Wealth Partners

$398 Million
Q1 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Balboa Wealth Partners holds 7,000 shares of BUFQ stock, worth $225,820. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,000

Holding current value

$225,820

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$29.68 - $32.59 $207,760 - $228,130	7,000 New	7,000 $209,000

Others Institutions Holding BUFQ

# of Institutions

146

Shares Held

24.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

7.87M
Shares

$254 Million
0.1% of portfolio
Creekmur Asset Management LLC Morton, IL

1.15M
Shares

$36.9 Million
7.17% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.13M
Shares

$36.3 Million
0.08% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.12M
Shares

$36.1 Million
0.07% of portfolio
Envestnet Asset Management Inc

1.07M
Shares

$34.7 Million
0.01% of portfolio

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About FIRST TR EX TR FD VIII FT CBOE

Ticker BUFQ
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Balboa Wealth Partners First Tr Ex Tr Fd Viii Ft Cboe Transaction History