A detailed history of Iams Wealth Management, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Iams Wealth Management, LLC holds 99,885 shares of BUFQ stock, worth $2.98 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
99,885
Previous 86,274 15.78%
Holding current value
$2.98 Million
Previous $2.71 Billion 9.99%
% of portfolio
1.37%
Previous 1.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

BUY
$29.68 - $32.59 $403,974 - $443,582
13,611 Added 15.78%
99,885 $2.98 Billion
Q4 2024

Jan 23, 2025

BUY
$30.04 - $32.01 $750,729 - $799,961
24,991 Added 40.78%
86,274 $2.71 Billion
Q3 2024

Oct 11, 2024

BUY
$28.09 - $30.4 $787,671 - $852,446
28,041 Added 84.35%
61,283 $1.86 Billion
Q2 2024

Aug 05, 2024

BUY
$27.3 - $29.67 $686,403 - $745,992
25,143 Added 310.45%
33,242 $983 Million
Q1 2024

Apr 18, 2024

BUY
$26.6 - $28.37 $215,433 - $229,768
8,099 New
8,099 $226 Million

Others Institutions Holding BUFQ

About FIRST TR EX TR FD VIII FT CBOE


  • Ticker BUFQ
  • Sector ETFs
  • Industry ETFs
More about BUFQ
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.