Spire Wealth Management First Tr Ex Td Viii Ft Cboe Ve Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$20.92 - $23.9 $3,242 - $3,704	-155 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$22.2 - $22.94 $3,441 - $3,555	155 New	155 $4,000

Others Institutions Holding BUFR

# of Institutions

352

Shares Held

148M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

34M
Shares

$1.03 Billion
0.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

8.29M
Shares

$252 Million
0.56% of portfolio
Commonwealth Equity Services, LLC

7.41M
Shares

$225 Million
0.34% of portfolio
Envestnet Asset Management Inc

6.25M
Shares

$190 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

5.05M
Shares

$154 Million
0.36% of portfolio

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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