Octavia Wealth Advisors, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Octavia Wealth Advisors, LLC

$806 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$20.92 - $23.9 $178,803 - $204,273	-8,547 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$22.46 - $24.11 $191,965 - $206,068	8,547 New	8,547 $203,000

Others Institutions Holding BUFR

# of Institutions

356

Shares Held

148M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

34M
Shares

$1.05 Billion
0.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

8.29M
Shares

$255 Million
0.56% of portfolio
Commonwealth Equity Services, LLC

7.41M
Shares

$228 Million
0.34% of portfolio
Envestnet Asset Management Inc

6.25M
Shares

$192 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

5.05M
Shares

$156 Million
0.36% of portfolio

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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