Echo Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Echo Wealth Management, LLC

$128 Million
Q4 2024

A detailed history of Echo Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Echo Wealth Management, LLC holds 11,216 shares of BUFR stock, worth $339,844. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,216

Previous 7,900 41.97%

Holding current value

$339,844

Previous $236,000 44.49%

% of portfolio

0.27%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$29.73 - $30.81 $98,584 - $102,165	3,316 Added 41.97%	11,216 $341,000
Q3 2024 Oct 18, 2024	SELL	$28.1 - $29.89 $49,090 - $52,217	-1,747 Reduced 18.11%	7,900 $236,000
Q2 2024 Jul 17, 2024	BUY	$27.33 - $28.95 $26,346 - $27,907	964 Added 11.1%	9,647 $278,000
Q1 2024 Apr 22, 2024	SELL	$26.3 - $27.96 $3,024 - $3,215	-115 Reduced 1.31%	8,683 $242,000
Q4 2023 Jan 17, 2024	SELL	$23.71 - $26.6 $58,326 - $65,436	-2,460 Reduced 21.85%	8,798 $233,000
Q3 2023 Oct 20, 2023	BUY	$24.4 - $25.62 $274,695 - $288,429	11,258 New	11,258 $275,000
Q2 2022 Jul 29, 2022	BUY	$20.92 - $23.9 $213,990 - $244,473	10,229 New	10,229 $224,000
Q4 2021 Jan 18, 2022	SELL	$22.9 - $24.08 $288,860 - $303,745	-12,614 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$22.68 - $23.38 $87,544 - $90,246	3,860 Added 44.09%	12,614 $293,000
Q2 2021 Jul 14, 2021	SELL	$22.2 - $22.94 $453,390 - $468,503	-20,423 Reduced 70.0%	8,754 $201,000
Q1 2021 Apr 07, 2021	BUY	$21.28 - $22.15 $620,886 - $646,270	29,177 New	29,177 $645,000

Others Institutions Holding BUFR

# of Institutions

425

Shares Held

167M

Call Options Held

Put Options Held

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About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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Echo Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History