Number of Shares
1.01 Mil
Current Holdings Value*
$30.09 Mil
% of Portfolio
6.41%
Total Estimate Gain
$6.54 Mil
% of Total Estimate Gain
17.78%

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

As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 1.01 Mil shares of FT Vest Laddered Buffer ETF(BUFR), totaling $30.09 Mil. This investment constitutes 6.41% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0.47% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 3 purchases of BUFR, at an average price of $26.64, for a total of 1.38 Mil shares. In addition, there have been 3 sales at an average price of $30.01 for 368,135.00 shares. Based on historical transaction data and BUFR's current price of $31.87, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his BUFR holdings is $6.54 Mil, reflecting a 17.78% gain to date.

MILESTONE ASSET MANAGEMENT, LLC BUFR ($31.87) Holding Chart

MILESTONE ASSET MANAGEMENT, LLC BUFR ($31.87) 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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