Number of Shares
125,190.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
1.83%
Total Estimate Gain
$842,344.33
% of Total Estimate Gain
10.75%

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

As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 125,190.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $3.98 Mil. This investment constitutes 1.83% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 6 purchases of BUFR, at an average price of $26.27, for a total of 298,265.00 shares. In addition, there have been 4 sales at an average price of $26.84 for 173,075.00 shares. Based on historical transaction data and BUFR's current price of $32.21, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his BUFR holdings is $842,344.33, reflecting a 10.75% gain to date.

IAMS WEALTH MANAGEMENT, LLC BUFR ($32.21) Holding Chart

IAMS WEALTH MANAGEMENT, 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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