Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 150,767 shares of BUFR stock, worth $4.41 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
150,767
Previous 209,840 28.15%
Holding current value
$4.41 Million
Previous $5.87 Billion 25.68%
% of portfolio
2.9%
Previous 4.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$27.33 - $28.95 $1.61 Million - $1.71 Million
-59,073 Reduced 28.15%
150,767 $4.36 Billion
Q1 2024

Apr 29, 2024
BUY
$26.3 - $27.96 $299,188 - $318,072
11,376 Added 5.73%
209,840 $5.87 Billion
Q4 2023

Jan 29, 2024
BUY
$23.71 - $26.6 $4.71 Million - $5.28 Million
198,464 New
198,464 $5.27 Billion

Others Institutions Holding BUFR

# of Institutions
325
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TD VIII FT CBOE VE

BUFR Quotes by TradingView
  • Ticker BUFR
  • Sector ETFs
  • Industry ETFs
More about BUFR
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