Number of Shares
23,403.00
Current Holdings Value*
$672,840.00
% of Portfolio
0.36%
Total Estimate Gain
$3.27 Mil
% of Total Estimate Gain
21.54%

Concorde Asset Management, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Concorde Asset Management, LLC held 23,403.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $672,840.00. This investment constitutes 0.36% of their stock portfolio, and Concorde Asset Management, LLC now holds 0.01% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q2. And since then Concorde Asset Management, LLC has made 4 purchases of BUFR, at an average price of $24.69, for a total of 614,906.00 shares. In addition, there have been 4 sales at an average price of $29.92 for 591,503.00 shares. Based on historical transaction data and BUFR's current price of $32.21, Concorde Asset Management, LLC's estimated gain on his BUFR holdings is $3.27 Mil, reflecting a 21.54% gain to date.

Concorde Asset Management, LLC BUFR ($32.21) Holding Chart

Concorde Asset Management, LLC BUFR ($32.21) 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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