Legacy Wealth Managment, Llc/Id First Tr Exc Trd Fd Viii Ft Cb Transaction History

Legacy Wealth Managment, Llc/Id

$120 Million
Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 106,530 shares of BUFD stock, worth $2.95 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

106,530

Previous 76,593 39.09%

Holding current value

$2.95 Million

Previous $1.91 Million 48.12%

% of portfolio

2.35%

Previous 1.57%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$23.45 - $26.56 $702,022 - $795,126	29,937 Added 39.09%	106,530 $2.83 Million
Q1 2025 May 16, 2025	BUY	$24.66 - $26.1 $225,195 - $238,345	9,132 Added 13.54%	76,593 $1.91 Million
Q4 2024 Feb 13, 2025	BUY	$24.94 - $25.74 $872,027 - $899,999	34,965 Added 107.6%	67,461 $1.72 Million
Q3 2024 Nov 15, 2024	BUY	$23.78 - $25.04 $772,754 - $813,699	32,496 New	32,496 $813,000

Others Institutions Holding BUFD

# of Institutions

185

Shares Held

43.1M

Call Options Held

Put Options Held

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About FIRST TR EXC-TRD FD VIII FT CB

Ticker BUFD
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Legacy Wealth Managment, Llc/Id First Tr Exc Trd Fd Viii Ft Cb Transaction History