Number of Shares
71,880.00
Current Holdings Value*
$2.13 Mil
% of Portfolio
0.27%
Total Estimate Gain
$127,227.60
% of Total Estimate Gain
5.79%

Center for Financial Planning, Inc.'s FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Center for Financial Planning, Inc. held 71,880.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $2.13 Mil. This investment constitutes 0.27% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.03% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2025Q1. And since then Center for Financial Planning, Inc. has made 1 purchases of BUFR, at an average price of $30.56, for a total of 71,880.00 shares. Based on historical transaction data and BUFR's current price of $32.33, Center for Financial Planning, Inc.'s estimated gain on his BUFR holdings is $127,227.60, reflecting a 5.79% gain to date.

Center for Financial Planning, Inc. BUFR ($32.33) Holding Chart

Center for Financial Planning, Inc. BUFR ($32.33) 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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