Carolina Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Carolina Wealth Advisors, LLC

$178 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$17.21 - $19.96 $5,421 - $6,287	-315 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$18.74 - $20.43 $5,903 - $6,435	315 New	315 $6,000

Others Institutions Holding BUFG

# of Institutions

96

Shares Held

8.31M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.04M
Shares

$25.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

824K
Shares

$20.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

730K
Shares

$17.9 Million
0.01% of portfolio
Centennial Wealth Advisory LLC

542K
Shares

$13.3 Million
4.94% of portfolio
Cetera Investment Advisers Schaumburg, IL

439K
Shares

$10.8 Million
0.02% of portfolio

About FT EXCH TRD FD VIII CBOE VEST

Ticker BUFG
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