Number of Shares
183,650.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
1.23%
Total Estimate Gain
$494,978.26
% of Total Estimate Gain
9.15%

Gateway Wealth Partners, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Gateway Wealth Partners, LLC held 183,650.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $5.45 Mil. This investment constitutes 1.23% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.09% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q4. And since then Gateway Wealth Partners, LLC has made 4 purchases of BUFR, at an average price of $29.32, for a total of 184,533.00 shares. In addition, there have been 2 sales at an average price of $28.59 for 883.00 shares. Based on historical transaction data and BUFR's current price of $32.02, Gateway Wealth Partners, LLC's estimated gain on his BUFR holdings is $494,978.26, reflecting a 9.15% gain to date.

Gateway Wealth Partners, LLC BUFR ($32.02) Holding Chart

Gateway Wealth Partners, LLC BUFR ($32.02) 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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