Number of Shares
311,483.00
Current Holdings Value*
$7.77 Mil
% of Portfolio
1.66%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
10.09%

MILESTONE ASSET MANAGEMENT, LLC's FT Vest Laddered Deep Buffer ETF Holding Summary

As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 311,483.00 shares of FT Vest Laddered Deep Buffer ETF(BUFD), totaling $7.77 Mil. This investment constitutes 1.66% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0.62% of the outstanding FT Vest Laddered Deep Buffer ETF(BUFD) stock.

The initial trade took place in 2024Q2. And since then MILESTONE ASSET MANAGEMENT, LLC has made 2 purchases of BUFD, at an average price of $23.86, for a total of 425,192.00 shares. In addition, there have been 2 sales at an average price of $25.56 for 113,709.00 shares. Based on historical transaction data and BUFD's current price of $26.52, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his BUFD holdings is $1.02 Mil, reflecting a 10.09% gain to date.

MILESTONE ASSET MANAGEMENT, LLC BUFD ($26.52) Holding Chart

MILESTONE ASSET MANAGEMENT, LLC BUFD ($26.52) 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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