Concurrent Investment Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 413,513 shares of BUFR stock, worth $12.8 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

413,513

Previous 359,467 15.04%

Holding current value

$12.8 Million

Previous $10.7 Billion 17.27%

% of portfolio

0.34%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$29.73 - $30.81 $1.61 Million - $1.67 Million	54,046 Added 15.04%	413,513 $12.6 Billion
Q3 2024 Oct 30, 2024	SELL	$28.1 - $29.89 $51,057 - $54,310	-1,817 Reduced 0.5%	359,467 $10.7 Billion
Q2 2024 Jul 30, 2024	BUY	$27.33 - $28.95 $564,692 - $598,164	20,662 Added 6.07%	361,284 $10.4 Billion
Q1 2024 May 07, 2024	BUY	$26.3 - $27.96 $3.13 Million - $3.33 Million	119,064 Added 53.74%	340,622 $9.52 Billion
Q4 2023 Apr 15, 2024	BUY	$23.71 - $26.6 $5.25 Million - $5.89 Million	221,558 New	221,558 $5.89 Billion

Others Institutions Holding BUFR

# of Institutions

387

Shares Held

154M

Call Options Held

Put Options Held

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About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History