Number of Shares
98,324.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
2.32%
Total Estimate Gain
$183,374.26
% of Total Estimate Gain
8.28%

Lionshead Wealth Management, LLC's FT Vest International Equity Moderate Buffer ETF -September Holding Summary

As of 2025-03-31, Lionshead Wealth Management, LLC held 98,324.00 shares of FT Vest International Equity Moderate Buffer ETF -September(YSEP), totaling $2.23 Mil. This investment constitutes 2.32% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 2.18% of the outstanding FT Vest International Equity Moderate Buffer ETF -September(YSEP) stock.

The initial trade took place in 2025Q1. And since then Lionshead Wealth Management, LLC has made 1 purchases of YSEP, at an average price of $22.53, for a total of 98,324.00 shares. Based on historical transaction data and YSEP's current price of $24.40, Lionshead Wealth Management, LLC's estimated gain on his YSEP holdings is $183,374.26, reflecting a 8.28% gain to date.

Lionshead Wealth Management, LLC YSEP ($24.40) Holding Chart

Lionshead Wealth Management, LLC YSEP ($24.40) 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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