Philip James Wealth Mangement, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 18,557 shares of BUFR stock, worth $575,081. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,557
Previous 153,669 87.92%
Holding current value
$575,081
Previous $4.59 Billion 87.69%
% of portfolio
0.07%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$29.73 - $30.81 $4.02 Million - $4.16 Million
-135,112 Reduced 87.92%
18,557 $565 Million
Q3 2024

Oct 31, 2024
BUY
$28.1 - $29.89 $81,546 - $86,740
2,902 Added 1.92%
153,669 $4.59 Billion
Q2 2024

Jul 23, 2024
SELL
$27.33 - $28.95 $1.61 Million - $1.71 Million
-59,073 Reduced 28.15%
150,767 $4.36 Billion
Q1 2024

Apr 29, 2024
BUY
$26.3 - $27.96 $299,188 - $318,072
11,376 Added 5.73%
209,840 $5.87 Billion
Q4 2023

Jan 29, 2024
BUY
$23.71 - $26.6 $4.71 Million - $5.28 Million
198,464 New
198,464 $5.27 Billion

Others Institutions Holding BUFR

# of Institutions
379
Shares Held
151M
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
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email