FOCUS Wealth Advisors, LLC BUFR Holdings History
FOCUS Wealth Advisors, LLC's FT Vest Laddered Buffer ETF Holding Summary
As of 2025-06-30, FOCUS Wealth Advisors, LLC held 176,437.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $5.61 Mil. This investment constitutes 2.92% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.08% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.
The initial trade took place in 2023Q3. And since then FOCUS Wealth Advisors, LLC has made 6 purchases of BUFR, at an average price of $25.82, for a total of 180,025.00 shares. In addition, there have been 2 sales at an average price of $30.04 for 3,588.00 shares. Based on historical transaction data and BUFR's current price of $32.21, FOCUS Wealth Advisors, LLC's estimated gain on his BUFR holdings is $1.14 Mil, reflecting a 24.58% gain to date.
FOCUS Wealth Advisors, LLC BUFR ($32.21) Holding Chart
FOCUS Wealth Advisors, 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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