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

Leo Wealth, LLC

$771 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$27.3 - $31.8 $412,257 - $480,211	15,101 New	15,101 $480 Million
Q3 2024 Oct 21, 2024	BUY	$28.1 - $29.89 $322,756 - $343,316	11,486 New	11,486 $343 Million

Others Institutions Holding BUFR

# of Institutions

479

Shares Held

196M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

42M
Shares

$1.41 Billion
0.44% of portfolio
Cetera Investment Advisers Schaumburg, IL

12.2M
Shares

$410 Million
0.51% of portfolio
Commonwealth Equity Services, LLC

11.4M
Shares

$384 Million
0.49% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$278 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

7.58M
Shares

$255 Million
0.38% of portfolio

About FIRST TR EX-TD VIII FT CBOE VE

Ticker BUFR
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