Number of Shares
538,374.00
Current Holdings Value*
$10.90 Mil
% of Portfolio
4.5%
Total Estimate Gain
$123,826.02
% of Total Estimate Gain
1.09%

ODonnell Financial Services, LLC's FT Vest Laddered Small Cap Moderate Buffer ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 538,374.00 shares of FT Vest Laddered Small Cap Moderate Buffer ETF(BUFS), totaling $10.90 Mil. This investment constitutes 4.5% of their stock portfolio, and ODonnell Financial Services, LLC now holds 12.38% of the outstanding FT Vest Laddered Small Cap Moderate Buffer ETF(BUFS) stock.

The initial trade took place in 2025Q1. And since then ODonnell Financial Services, LLC has made 1 purchases of BUFS, at an average price of $21.18, for a total of 538,374.00 shares. Based on historical transaction data and BUFS's current price of $21.41, ODonnell Financial Services, LLC's estimated gain on his BUFS holdings is $123,826.02, reflecting a 1.09% gain to date.

ODonnell Financial Services, LLC BUFS ($21.41) Holding Chart

ODonnell Financial Services, LLC BUFS ($21.41) 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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