Number of Shares
127,580.00
Current Holdings Value*
$5.00 Mil
% of Portfolio
4.13%
Total Estimate Gain
$322,777.40
% of Total Estimate Gain
6.84%

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

As of 2025-06-30, Avantra Family Wealth, Inc. held 127,580.00 shares of FT Vest U.S. Equity Moderate Buffer ETF - May(GMAY), totaling $5.00 Mil. This investment constitutes 4.13% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 1.67% of the outstanding FT Vest U.S. Equity Moderate Buffer ETF - May(GMAY) stock.

The initial trade took place in 2025Q2. And since then Avantra Family Wealth, Inc. has made 1 purchases of GMAY, at an average price of $37.01, for a total of 127,580.00 shares. Based on historical transaction data and GMAY's current price of $39.54, Avantra Family Wealth, Inc.'s estimated gain on his GMAY holdings is $322,777.40, reflecting a 6.84% gain to date.

Avantra Family Wealth, Inc. GMAY ($39.54) Holding Chart

Avantra Family Wealth, Inc. GMAY ($39.54) 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 %

Top Ranked Articles

  • 1