A detailed history of Integrated Wealth Concepts LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 149,469 shares of BUFG stock, worth $3.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
149,469
Previous 129,191 15.7%
Holding current value
$3.5 Million
Previous $2.75 Million 22.44%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$21.05 - $22.52 $426,851 - $456,660
20,278 Added 15.7%
149,469 $3.37 Million
Q4 2023

Feb 13, 2024

SELL
$19.11 - $21.34 $199,355 - $222,618
-10,432 Reduced 7.47%
129,191 $2.75 Million
Q3 2023

Nov 15, 2023

SELL
$19.61 - $20.73 $111,620 - $117,995
-5,692 Reduced 3.92%
139,623 $2.75 Million
Q2 2023

Aug 15, 2023

SELL
$18.82 - $20.18 $25,030 - $26,839
-1,330 Reduced 0.91%
145,315 $2.93 Million
Q1 2023

May 03, 2023

SELL
$17.82 - $19.09 $196,322 - $210,314
-11,017 Reduced 6.99%
146,645 $2.78 Million
Q4 2022

Feb 13, 2023

BUY
$17.46 - $18.72 $2.43 Million - $2.6 Million
138,977 Added 743.79%
157,662 $2.83 Million
Q3 2022

Nov 14, 2022

BUY
$17.28 - $19.15 $8,640 - $9,575
500 Added 2.75%
18,685 $315,000
Q2 2022

Aug 08, 2022

BUY
$17.21 - $19.96 $113,052 - $131,117
6,569 Added 56.55%
18,185 $321,000
Q1 2022

May 12, 2022

BUY
$18.74 - $20.43 $16,866 - $18,387
900 Added 8.4%
11,616 $230,000
Q4 2021

Feb 15, 2022

BUY
$19.69 - $20.42 $210,998 - $218,820
10,716 New
10,716 $218,000

Others Institutions Holding BUFG

About FT EXCH TRD FD VIII CBOE VEST


  • Ticker BUFG
  • Sector ETFs
  • Industry ETFs
More about BUFG
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