IHT Wealth Management, LLC BUFR Holdings History
Number of Shares
1.64 Mil
Current Holdings Value*
$48.70 Mil
% of Portfolio
1.52%
Total Estimate Gain
$9.37 Mil
% of Total Estimate Gain
21.68%
IHT Wealth Management, LLC's FT Vest Laddered Buffer ETF Holding Summary
As of 2025-03-31, IHT Wealth Management, LLC held 1.64 Mil shares of FT Vest Laddered Buffer ETF(BUFR), totaling $48.70 Mil. This investment constitutes 1.52% of their stock portfolio, and IHT Wealth Management, LLC now holds 0.77% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.
The initial trade took place in 2023Q2. And since then IHT Wealth Management, LLC has made 8 purchases of BUFR, at an average price of $26.34, for a total of 1.64 Mil shares. Based on historical transaction data and BUFR's current price of $32.05, IHT Wealth Management, LLC's estimated gain on his BUFR holdings is $9.37 Mil, reflecting a 21.68% gain to date.
IHT Wealth Management, LLC BUFR ($32.05) Holding Chart
IHT Wealth Management, LLC BUFR ($32.05) 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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