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 $2.88 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

106,530

Previous 76,593 39.09%

Holding current value

$2.88 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

183

Shares Held

42.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXC-TRD FD VIII FT CB

Ticker BUFD
Sector ETFs
Industry ETFs

More about BUFD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Account

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