Number of Shares
46,230.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.56%
Total Estimate Gain
$317,728.60
% of Total Estimate Gain
7.35%

IAMS WEALTH MANAGEMENT, LLC's FT Vest Laddered Deep Buffer ETF Holding Summary

As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 46,230.00 shares of FT Vest Laddered Deep Buffer ETF(BUFD), totaling $1.23 Mil. This investment constitutes 0.56% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.09% of the outstanding FT Vest Laddered Deep Buffer ETF(BUFD) stock.

The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 6 purchases of BUFD, at an average price of $22.55, for a total of 191,692.00 shares. In addition, there have been 4 sales at an average price of $23.40 for 145,462.00 shares. Based on historical transaction data and BUFD's current price of $26.76, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his BUFD holdings is $317,728.60, reflecting a 7.35% gain to date.

IAMS WEALTH MANAGEMENT, LLC BUFD ($26.76) Holding Chart

IAMS WEALTH MANAGEMENT, LLC BUFD ($26.76) 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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