A detailed history of Simplicity Wealth,Llc transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Simplicity Wealth,Llc holds 122,277 shares of BUFD stock, worth $3.11 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
122,277
Previous 106,070 15.28%
Holding current value
$3.11 Million
Previous $2.58 Million 18.69%
% of portfolio
0.3%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$23.78 - $25.04 $385,402 - $405,823
16,207 Added 15.28%
122,277 $3.06 Million
Q2 2024

Jul 10, 2024

BUY
$23.22 - $24.34 $1.99 Million - $2.08 Million
85,527 Added 416.33%
106,070 $2.58 Million
Q1 2024

Apr 24, 2024

BUY
$22.48 - $23.63 $461,806 - $485,431
20,543 New
20,543 $484,000

Others Institutions Holding BUFD

About FIRST TR EXC-TRD FD VIII FT CB


  • Ticker BUFD
  • Sector ETFs
  • Industry ETFs
More about BUFD
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Simplicity Wealth,Llc with notifications on news.