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

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Iams Wealth Management, LLC holds 140,021 shares of BUFR stock, worth $4.3 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
140,021
Previous 89,159 57.05%
Holding current value
$4.3 Million
Previous $2.58 Billion 62.31%
% of portfolio
2.05%
Previous 1.41%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$28.1 - $29.89 $1.43 Million - $1.52 Million
50,862 Added 57.05%
140,021 $4.19 Billion
Q2 2024

Aug 05, 2024
BUY
$27.33 - $28.95 $834,712 - $884,190
30,542 Added 52.1%
89,159 $2.58 Billion
Q1 2024

Apr 18, 2024
SELL
$26.3 - $27.96 $1.42 Million - $1.51 Million
-54,047 Reduced 47.97%
58,617 $1.61 Billion
Q4 2023

Feb 07, 2024
SELL
$23.71 - $26.6 $655,083 - $734,931
-27,629 Reduced 19.69%
112,664 $2.99 Billion
Q3 2023

Nov 14, 2023
BUY
$24.4 - $25.62 $3.42 Million - $3.59 Million
140,293 New
140,293 $3.44 Billion
Q1 2023

Oct 30, 2023
BUY
$22.08 - $23.58 $142,416 - $152,091
6,450 Added 16.86%
44,713 $1.04 Billion
Q4 2022

Oct 27, 2023
BUY
$20.8 - $22.98 $795,870 - $879,283
38,263 New
38,263 $850 Million

About FIRST TR EX-TD VIII FT CBOE VE

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  • Ticker BUFR
  • Sector ETFs
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