Key Financial Inc BUFR Holdings History

Number of Shares
414,260.00
Current Holdings Value*
$12.30 Mil
% of Portfolio
2.68%
Total Estimate Gain
$2.91 Mil
% of Total Estimate Gain
27.62%

Key Financial Inc's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Key Financial Inc held 414,260.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $12.30 Mil. This investment constitutes 2.68% of their stock portfolio, and Key Financial Inc now holds 0.19% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2021Q4. And since then Key Financial Inc has made 12 purchases of BUFR, at an average price of $24.92, for a total of 422,519.00 shares. In addition, there have been 1 sales at an average price of $22.24 for 8,259.00 shares. Based on historical transaction data and BUFR's current price of $31.99, Key Financial Inc's estimated gain on his BUFR holdings is $2.91 Mil, reflecting a 27.62% gain to date.

Key Financial Inc BUFR ($31.99) Holding Chart

Key Financial Inc BUFR ($31.99) 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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