Integrated Wealth Concepts LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

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 880,923 shares of BUFR stock, worth $29.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

880,923

Previous 840,135 4.85%

Holding current value

$29.4 Million

Previous $24.9 Million 12.31%

% of portfolio

0.3%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$27.3 - $31.8 $1.11 Million - $1.3 Million	40,788 Added 4.85%	880,923 $28 Million
Q1 2025 May 15, 2025	BUY	$29.34 - $31.31 $2.91 Million - $3.11 Million	99,322 Added 13.41%	840,135 $24.9 Million
Q4 2024 Feb 14, 2025	BUY	$29.73 - $30.81 $2.66 Million - $2.76 Million	89,452 Added 13.73%	740,813 $22.6 Million
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

# of Institutions

469

Shares Held

184M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
Sector ETFs
Industry ETFs

More about BUFR

Track This Portfolio

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.

Account

Integrated Wealth Concepts LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History