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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Iht Wealth Management, LLC holds 26,626 shares of BUFD stock, worth $729,818. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,626
Previous 26,186 1.68%
Holding current value
$729,818
Previous $653,000 8.27%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$23.45 - $26.56 $10,318 - $11,686
440 Added 1.68%
26,626 $707,000
Q1 2025

May 15, 2025
BUY
$24.66 - $26.1 $156,566 - $165,708
6,349 Added 32.01%
26,186 $653,000
Q4 2024

Feb 14, 2025
BUY
$24.94 - $25.74 $494,734 - $510,604
19,837 New
19,837 $506,000
Q2 2024

Aug 14, 2024
SELL
$23.22 - $24.34 $5,921 - $6,206
-255 Reduced 1.31%
19,231 $467,000
Q1 2024

May 15, 2024
BUY
$22.48 - $23.63 $438,045 - $460,454
19,486 New
19,486 $459,000

Others Institutions Holding BUFD

# of Institutions
185
Shares Held
43.1M
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email