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

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 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 45,171 shares of BUFD stock, worth $1.1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
45,171
Previous 54,833 17.62%
Holding current value
$1.1 Million
Previous $1.24 Billion 15.33%
% of portfolio
0.64%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$19.44 - $20.15 $473,033 - $490,309
24,333 New
24,333 $479 Million

Others Institutions Holding BUFD

# of Institutions
131
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXC-TRD FD VIII FT CB

BUFD Quotes by TradingView
  • Ticker BUFD
  • Sector ETFs
  • Industry ETFs
More about BUFD
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