Number of Shares
142,384.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
1.34%
Total Estimate Gain
$436,977.06
% of Total Estimate Gain
10.60%

Core Wealth Advisors, Inc.'s FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Core Wealth Advisors, Inc. held 142,384.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $4.23 Mil. This investment constitutes 1.34% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.07% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2024Q2. And since then Core Wealth Advisors, Inc. has made 4 purchases of BUFR, at an average price of $28.96, for a total of 142,384.00 shares. Based on historical transaction data and BUFR's current price of $32.03, Core Wealth Advisors, Inc.'s estimated gain on his BUFR holdings is $436,977.06, reflecting a 10.60% gain to date.

Core Wealth Advisors, Inc. BUFR ($32.03) Holding Chart

Core Wealth Advisors, Inc. BUFR ($32.03) 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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