Personal Cfo Solutions, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$22.43 - $24.11 $199,200 - $214,120	8,881 Added 11.66%	85,047 $2.05 Million
Q2 2024 Aug 09, 2024	BUY	$21.77 - $23.24 $73,756 - $78,737	3,388 Added 4.66%	76,166 $1.77 Million
Q1 2024 May 13, 2024	BUY	$21.05 - $22.52 $327,264 - $350,118	15,547 Added 27.17%	72,778 $1.64 Million
Q4 2023 Feb 13, 2024	BUY	$19.11 - $21.34 $53,508 - $59,752	2,800 Added 5.14%	57,231 $1.22 Million
Q3 2023 Nov 13, 2023	BUY	$19.61 - $20.73 $109,776 - $116,046	5,598 Added 11.46%	54,431 $1.07 Million
Q2 2023 Aug 10, 2023	BUY	$18.82 - $20.18 $137,197 - $147,112	7,290 Added 17.55%	48,833 $985,000
Q1 2023 May 09, 2023	BUY	$17.82 - $19.09 $82,470 - $88,348	4,628 Added 12.54%	41,543 $787,000
Q4 2022 Feb 14, 2023	BUY	$16.83 - $18.72 $179,508 - $199,667	10,666 Added 40.63%	36,915 $662,000
Q3 2022 Nov 01, 2022	BUY	$16.87 - $19.15 $33,486 - $38,012	1,985 Added 8.18%	26,249 $443,000
Q2 2022 Aug 05, 2022	BUY	$17.21 - $19.96 $66,998 - $77,704	3,893 Added 19.11%	24,264 $428,000
Q1 2022 May 02, 2022	BUY	$18.74 - $20.43 $141,974 - $154,777	7,576 Added 59.21%	20,371 $404,000
Q4 2021 Feb 11, 2022	BUY	$19.69 - $20.42 $251,933 - $261,273	12,795 New	12,795 $260,000

Others Institutions Holding BUFG

# of Institutions

95

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.04M
Shares

$27.9 Million
0.04% of portfolio
Envestnet Asset Management Inc

802K
Shares

$21.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

717K
Shares

$19.2 Million
0.01% of portfolio
Centennial Wealth Advisory LLC

567K
Shares

$15.2 Million
5.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

427K
Shares

$11.4 Million
0.02% of portfolio

About FT EXCH TRD FD VIII CBOE VEST

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