Avantra Family Wealth, Inc. YSEP Holdings History
Avantra Family Wealth, Inc.'s FT Vest International Equity Moderate Buffer ETF -September Holding Summary
As of 2025-06-30, Avantra Family Wealth, Inc. held 156,688.00 shares of FT Vest International Equity Moderate Buffer ETF -September(YSEP), totaling $3.82 Mil. This investment constitutes 3.16% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 3.92% of the outstanding FT Vest International Equity Moderate Buffer ETF -September(YSEP) stock.
The initial trade took place in 2025Q2. And since then Avantra Family Wealth, Inc. has made 1 purchases of YSEP, at an average price of $23.43, for a total of 156,688.00 shares. Based on historical transaction data and YSEP's current price of $24.63, Avantra Family Wealth, Inc.'s estimated gain on his YSEP holdings is $188,025.60, reflecting a 5.12% gain to date.
Avantra Family Wealth, Inc. YSEP ($24.63) Holding Chart
Avantra Family Wealth, Inc. YSEP ($24.63) 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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