IAMS WEALTH MANAGEMENT, LLC BUFQ Holdings History
IAMS WEALTH MANAGEMENT, LLC's FT Vest Laddered Nasdaq Buffer ETF Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 57,789.00 shares of FT Vest Laddered Nasdaq Buffer ETF(BUFQ), totaling $1.92 Mil. This investment constitutes 0.88% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.19% of the outstanding FT Vest Laddered Nasdaq Buffer ETF(BUFQ) stock.
The initial trade took place in 2024Q1. And since then IAMS WEALTH MANAGEMENT, LLC has made 5 purchases of BUFQ, at an average price of $29.83, for a total of 99,885.00 shares. In addition, there have been 1 sales at an average price of $30.97 for 42,096.00 shares. Based on historical transaction data and BUFQ's current price of $33.60, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his BUFQ holdings is $265,655.77, reflecting a 8.92% gain to date.
IAMS WEALTH MANAGEMENT, LLC BUFQ ($33.60) Holding Chart
IAMS WEALTH MANAGEMENT, LLC BUFQ ($33.60) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
