Number of Shares
372,019.00
Current Holdings Value*
$11.05 Mil
% of Portfolio
0.83%
Total Estimate Gain
$2.44 Mil
% of Total Estimate Gain
8.79%

MONEY CONCEPTS CAPITAL CORP's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 372,019.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $11.05 Mil. This investment constitutes 0.83% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 0.17% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2022Q1. And since then MONEY CONCEPTS CAPITAL CORP has made 8 purchases of BUFR, at an average price of $26.44, for a total of 1.05 Mil shares. In addition, there have been 5 sales at an average price of $26.88 for 676,773.00 shares. Based on historical transaction data and BUFR's current price of $32.19, MONEY CONCEPTS CAPITAL CORP's estimated gain on his BUFR holdings is $2.44 Mil, reflecting a 8.79% gain to date.

MONEY CONCEPTS CAPITAL CORP BUFR ($32.19) Holding Chart

MONEY CONCEPTS CAPITAL CORP BUFR ($32.19) 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 %

Top Ranked Articles

  • 1