A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 651,361 shares of BUFR stock, worth $19.9 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
651,361
Previous 661,053 1.47%
Holding current value
$19.9 Million
Previous $19.1 Million 1.84%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Nov 14, 2024

SELL
$28.1 - $29.89 $272,345 - $289,693
-9,692 Reduced 1.47%
651,361 $19.5 Million
Q2 2024

Aug 14, 2024

BUY
$27.33 - $28.95 $603,774 - $639,563
22,092 Added 3.46%
661,053 $19.1 Million
Q1 2024

May 15, 2024

BUY
$26.3 - $27.96 $5.38 Million - $5.72 Million
204,628 Added 47.11%
638,961 $17.9 Million
Q4 2023

Feb 13, 2024

BUY
$23.71 - $26.6 $9.13 Million - $10.2 Million
385,089 Added 782.0%
434,333 $11.5 Million
Q3 2023

Nov 15, 2023

BUY
$24.4 - $25.62 $501,346 - $526,414
20,547 Added 71.6%
49,244 $1.21 Million
Q2 2023

Aug 15, 2023

BUY
$23.24 - $25.04 $210,089 - $226,361
9,040 Added 45.99%
28,697 $718,000
Q1 2023

May 03, 2023

BUY
$22.08 - $23.58 $19,209 - $20,514
870 Added 4.63%
19,657 $461,000
Q4 2022

Feb 13, 2023

SELL
$20.8 - $22.98 $7,841 - $8,663
-377 Reduced 1.97%
18,787 $417,000
Q3 2022

Nov 14, 2022

BUY
$20.84 - $23.29 $89,820 - $100,379
4,310 Added 29.02%
19,164 $399,000
Q2 2022

Aug 08, 2022

BUY
$20.92 - $23.9 $54,454 - $62,211
2,603 Added 21.25%
14,854 $319,000
Q1 2022

May 12, 2022

BUY
$22.46 - $24.11 $275,157 - $295,371
12,251 New
12,251 $291,000

Others Institutions Holding BUFR

About FIRST TR EX-TD VIII FT CBOE VE


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

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.