Iams Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Iams Wealth Management, LLC holds 96,045 shares of BUFD stock, worth $2.49 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

96,045

Previous 73,790 30.16%

Holding current value

$2.49 Million

Previous $1.85 Billion 32.65%

% of portfolio

1.12%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.94 - $25.74 $555,039 - $572,843	22,255 Added 30.16%	96,045 $2.45 Billion
Q3 2024 Oct 11, 2024	BUY	$23.78 - $25.04 $75,977 - $80,002	3,195 Added 4.53%	73,790 $1.85 Billion
Q2 2024 Aug 05, 2024	BUY	$23.22 - $24.34 $590,345 - $618,820	25,424 Added 56.28%	70,595 $1.72 Billion
Q1 2024 Apr 18, 2024	SELL	$22.48 - $23.63 $217,201 - $228,313	-9,662 Reduced 17.62%	45,171 $1.05 Billion
Q4 2023 Feb 07, 2024	SELL	$20.7 - $22.72 $509,364 - $559,071	-24,607 Reduced 30.98%	54,833 $1.24 Billion
Q3 2023 Nov 14, 2023	BUY	$21.12 - $21.9 $1.68 Million - $1.74 Million	79,440 New	79,440 $1.69 Billion
Q1 2023 Oct 30, 2023	BUY	$19.66 - $20.48 $248,168 - $258,519	12,623 Added 51.88%	36,956 $749 Million
Q4 2022 Oct 27, 2023	BUY	$19.09 - $20.15 $464,516 - $490,309	24,333 New	24,333 $479 Million

Others Institutions Holding BUFD

# of Institutions

160

Shares Held

34.4M

Call Options Held

Put Options Held

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About FIRST TR EXC-TRD FD VIII FT CB

Ticker BUFD
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Iams Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History