Number of Shares
1.01 Mil
Current Holdings Value*
$32.47 Mil
% of Portfolio
4.29%
Total Estimate Gain
$5.72 Mil
% of Total Estimate Gain
20.75%

Goldstone Financial Group, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-06-30, Goldstone Financial Group, LLC held 1.01 Mil shares of FT Vest Laddered Buffer ETF(BUFR), totaling $32.47 Mil. This investment constitutes 4.29% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.47% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q2. And since then Goldstone Financial Group, LLC has made 7 purchases of BUFR, at an average price of $26.47, for a total of 1.04 Mil shares. In addition, there have been 1 sales at an average price of $30.09 for 27,823.00 shares. Based on historical transaction data and BUFR's current price of $32.02, Goldstone Financial Group, LLC's estimated gain on his BUFR holdings is $5.72 Mil, reflecting a 20.75% gain to date.

Goldstone Financial Group, LLC BUFR ($32.02) Holding Chart

Goldstone Financial Group, 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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