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

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 558,777 shares of BUFR stock, worth $16.9 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

558,777

Previous 583,549 4.25%

Holding current value

$16.9 Million

Previous $17.4 Billion 2.39%

% of portfolio

2.42%

Previous 2.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	SELL	$29.73 - $30.81 $736,471 - $763,225	-24,772 Reduced 4.25%	558,777 $17 Billion
Q3 2024 Nov 05, 2024	SELL	$28.1 - $29.89 $969,112 - $1.03 Million	-34,488 Reduced 5.58%	583,549 $17.4 Billion
Q2 2024 Aug 09, 2024	BUY	$27.33 - $28.95 $591,858 - $626,941	21,656 Added 3.63%	618,037 $17.9 Billion
Q1 2024 May 07, 2024	SELL	$26.3 - $27.96 $31,034 - $32,992	-1,180 Reduced 0.2%	596,381 $16.7 Billion
Q4 2023 Jan 05, 2024	SELL	$23.71 - $26.6 $217,871 - $244,427	-9,189 Reduced 1.51%	597,561 $15.9 Billion
Q3 2023 Nov 01, 2023	BUY	$24.4 - $25.62 $3.97 Million - $4.17 Million	162,885 Added 36.7%	606,750 $14.9 Billion
Q2 2023 Jul 31, 2023	SELL	$23.24 - $25.04 $4.82 Million - $5.2 Million	-207,604 Reduced 31.87%	443,865 $11.1 Billion
Q1 2023 May 10, 2023	SELL	$22.08 - $23.58 $9.75 Million - $10.4 Million	-441,534 Reduced 40.4%	651,469 $15.3 Billion
Q4 2022 Feb 16, 2023	SELL	$20.8 - $22.98 $10 Million - $11.1 Million	-481,140 Reduced 30.57%	1,093,003 $25.6 Billion
Q1 2022 May 03, 2022	BUY	$22.46 - $24.11 $4.79 Million - $5.14 Million	213,388 Added 15.68%	1,574,143 $35.2 Million
Q4 2021 Feb 01, 2022	BUY	$22.9 - $24.08 $6 Million - $6.31 Million	262,026 Added 23.85%	1,360,755 $32.1 Million
Q3 2021 Dec 09, 2021	BUY	$22.68 - $23.38 $24.9 Million - $25.7 Million	1,098,729 New	1,098,729 $25.2 Million

Others Institutions Holding BUFR

# of Institutions

425

Shares Held

167M

Call Options Held

Put Options Held

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About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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Wealth Plan Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History