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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

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 17,425 shares of BUFR stock, worth $585,654. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,425
Previous 16,595 5.0%
Holding current value
$585,654
Previous $528 Million 10.35%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 21, 2025
BUY
$31.79 - $33.42 $26,385 - $27,738
830 Added 5.0%
17,425 $582 Million
Q2 2025

Aug 11, 2025
SELL
$27.3 - $31.8 $6,688 - $7,791
-245 Reduced 1.45%
16,595 $528 Million
Q1 2025

May 06, 2025
SELL
$29.34 - $31.31 $29,222 - $31,184
-996 Reduced 5.58%
16,840 $500 Million
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
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email