Number of Shares
157,253.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
4.88%
Total Estimate Gain
$347,529.13
% of Total Estimate Gain
6.17%

Avantra Family Wealth, Inc.'s FT Vest U.S. Equity Moderate Buffer ETF - June Holding Summary

As of 2025-06-30, Avantra Family Wealth, Inc. held 157,253.00 shares of FT Vest U.S. Equity Moderate Buffer ETF - June(GJUN), totaling $5.91 Mil. This investment constitutes 4.88% of their stock portfolio, and Avantra Family Wealth, Inc. now holds -% of the outstanding FT Vest U.S. Equity Moderate Buffer ETF - June(GJUN) stock.

The initial trade took place in 2025Q2. And since then Avantra Family Wealth, Inc. has made 1 purchases of GJUN, at an average price of $35.81, for a total of 157,253.00 shares. Based on historical transaction data and GJUN's current price of $38.02, Avantra Family Wealth, Inc.'s estimated gain on his GJUN holdings is $347,529.13, reflecting a 6.17% gain to date.

Avantra Family Wealth, Inc. GJUN ($38.02) Holding Chart

Avantra Family Wealth, Inc. GJUN ($38.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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