Holistic Planning, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 21,376 shares of BUFR stock, worth $718,447. This represents 0.19% of its overall portfolio holdings.

Number of Shares
21,376
Previous 21,765 1.79%
Holding current value
$718,447
Previous $692 Million 3.22%
% of portfolio
0.19%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$31.79 - $33.42 $12,366 - $13,000
-389 Reduced 1.79%
21,376 $714 Million
Q2 2025

Jul 28, 2025
BUY
$27.3 - $31.8 $131,968 - $153,721
4,834 Added 28.55%
21,765 $692 Million
Q1 2025

Apr 23, 2025
BUY
$29.34 - $31.31 $17,486 - $18,660
596 Added 3.65%
16,931 $503 Million
Q4 2024

Jan 24, 2025
BUY
$29.73 - $30.81 $178,052 - $184,521
5,989 Added 57.89%
16,335 $498 Million
Q3 2024

Nov 01, 2024
BUY
$28.1 - $29.89 $290,722 - $309,241
10,346 New
10,346 $309 Million

Others Institutions Holding BUFR

# of Institutions
477
Shares Held
195M
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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