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

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,836 shares of BUFR stock, worth $552,737. This represents 0.11% of its overall portfolio holdings.

Number of Shares

17,836

Previous 18,324 2.66%

Holding current value

$552,737

Previous $548 Million 0.77%

% of portfolio

0.11%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$29.73 - $30.81 $14,508 - $15,035	-488 Reduced 2.66%	17,836 $543 Million
Q3 2024 Oct 28, 2024	SELL	$28.1 - $29.89 $28,100 - $29,890	-1,000 Reduced 5.17%	18,324 $548 Million
Q1 2024 Sep 11, 2024	SELL	$26.3 - $27.96 $3,550 - $3,774	-135 Reduced 0.69%	19,324 $540 Million
Q4 2023 Sep 11, 2024	SELL	$23.71 - $26.6 $14,842 - $16,651	-626 Reduced 3.12%	19,459 $517 Million
Q3 2023 Sep 11, 2024	SELL	$24.4 - $25.62 $72,931 - $76,578	-2,989 Reduced 12.95%	20,085 $492 Million
Q2 2023 Sep 11, 2024	SELL	$23.24 - $25.04 $8,738 - $9,415	-376 Reduced 1.6%	23,074 $578 Million
Q1 2023 Sep 11, 2024	SELL	$22.08 - $23.58 $21,108 - $22,542	-956 Reduced 3.92%	23,450 $550 Million
Q4 2022 Sep 11, 2024	SELL	$20.8 - $22.98 $3,889 - $4,297	-187 Reduced 0.76%	24,406 $542 Million
Q2 2022 Sep 11, 2024	BUY	$20.92 - $23.9 $119,808 - $136,875	5,727 Added 30.36%	24,593 $528 Million
Q1 2022 Sep 11, 2024	BUY	$22.46 - $24.11 $14,509 - $15,575	646 Added 3.55%	18,866 $448 Million
Q4 2021 Sep 10, 2024	BUY	$22.9 - $24.08 $417,238 - $438,737	18,220 New	18,220 $438 Million

Others Institutions Holding BUFR

# of Institutions

392

Shares Held

155M

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