Echo Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

A detailed history of Echo Wealth Management, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Echo Wealth Management, LLC holds 12,730 shares of BUFD stock, worth $327,670. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,730

Previous 12,726 0.03%

Holding current value

$327,670

Previous $309,000 2.91%

% of portfolio

0.25%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$23.78 - $25.04 $95 - $100	4 Added 0.03%	12,730 $318,000
Q2 2024 Jul 17, 2024	BUY	$23.22 - $24.34 $10,611 - $11,123	457 Added 3.72%	12,726 $309,000
Q1 2024 Apr 22, 2024	BUY	$22.48 - $23.63 $9,598 - $10,090	427 Added 3.61%	12,269 $289,000
Q4 2023 Jan 17, 2024	BUY	$20.7 - $22.72 $21,569 - $23,674	1,042 Added 9.65%	11,842 $268,000
Q3 2023 Oct 20, 2023	SELL	$21.12 - $21.9 $14,467 - $15,001	-685 Reduced 5.96%	10,800 $229,000
Q2 2023 Jul 31, 2023	BUY	$20.27 - $21.54 $4,743 - $5,040	234 Added 2.08%	11,485 $247,000
Q1 2023 Apr 28, 2023	SELL	$19.66 - $20.48 $317,273 - $330,506	-16,138 Reduced 58.92%	11,251 $229,000
Q4 2022 Jan 30, 2023	BUY	$19.09 - $20.15 $176,754 - $186,568	9,259 Added 51.07%	27,389 $538,000
Q3 2022 Nov 14, 2022	BUY	$19.11 - $20.52 $346,464 - $372,027	18,130 New	18,130 $354,000

Others Institutions Holding BUFD

# of Institutions

158

Shares Held

33.7M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXC-TRD FD VIII FT CB

Ticker BUFD
Sector ETFs
Industry ETFs

More about BUFD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Echo Wealth Management, LLC with notifications on news.

Account

Echo Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History