Clear Point Advisors Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$26.3 - $27.96 $263 - $279	10 Added 0.98%	1,035 $28.9 Million
Q4 2023 May 15, 2024	BUY	$23.71 - $26.6 $24,302 - $27,265	1,025 New	1,025 $27.2 Million

Others Institutions Holding BUFR

# of Institutions

433

Shares Held

169M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

35.4M
Shares

$1.01 Billion
0.45% of portfolio
Cetera Investment Advisers Schaumburg, IL

10.2M
Shares

$291 Million
0.68% of portfolio
Commonwealth Equity Services, LLC

8.59M
Shares

$244 Million
0.38% of portfolio
Envestnet Asset Management Inc

6.67M
Shares

$190 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

5.03M
Shares

$143 Million
0.03% of portfolio

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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