Summit Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,324 shares of BUFR stock, worth $558,882. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,324
Previous 19,324 5.17%
Holding current value
$558,882
Previous $559 Million 1.99%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 28, 2024
SELL
$28.1 - $29.89 $28,100 - $29,890
-1,000 Reduced 5.17%
18,324 $548 Million
Q1 2024

Sep 11, 2024
SELL
$26.3 - $27.96 $3,550 - $3,774
-135 Reduced 0.69%
19,324 $540 Million
Q4 2023

Sep 11, 2024
SELL
$23.71 - $26.6 $14,842 - $16,651
-626 Reduced 3.12%
19,459 $517 Million
Q3 2023

Sep 11, 2024
SELL
$24.4 - $25.62 $72,931 - $76,578
-2,989 Reduced 12.95%
20,085 $492 Million
Q2 2023

Sep 11, 2024
SELL
$23.24 - $25.04 $8,738 - $9,415
-376 Reduced 1.6%
23,074 $578 Million
Q1 2023

Sep 11, 2024
SELL
$22.08 - $23.58 $21,108 - $22,542
-956 Reduced 3.92%
23,450 $550 Million
Q4 2022

Sep 11, 2024
SELL
$20.8 - $22.98 $3,889 - $4,297
-187 Reduced 0.76%
24,406 $542 Million
Q2 2022

Sep 11, 2024
BUY
$20.92 - $23.9 $119,808 - $136,875
5,727 Added 30.36%
24,593 $528 Million
Q1 2022

Sep 11, 2024
BUY
$22.46 - $24.11 $14,509 - $15,575
646 Added 3.55%
18,866 $448 Million
Q4 2021

Sep 10, 2024
BUY
$22.9 - $24.08 $417,238 - $438,737
18,220 New
18,220 $438 Million

Others Institutions Holding BUFR

# of Institutions
355
Shares Held
148M
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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