Number of Shares
246,725.00
Current Holdings Value*
$7.85 Mil
% of Portfolio
6.48%
Total Estimate Gain
$449,792.55
% of Total Estimate Gain
6.01%

PMG Wealth Management, Inc.'s FT Vest Laddered Buffer ETF Holding Summary

As of 2025-06-30, PMG Wealth Management, Inc. held 246,725.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $7.85 Mil. This investment constitutes 6.48% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.11% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2024Q4. And since then PMG Wealth Management, Inc. has made 2 purchases of BUFR, at an average price of $30.33, for a total of 246,725.00 shares. Based on historical transaction data and BUFR's current price of $32.15, PMG Wealth Management, Inc.'s estimated gain on his BUFR holdings is $449,792.55, reflecting a 6.01% gain to date.

PMG Wealth Management, Inc. BUFR ($32.15) Holding Chart

PMG Wealth Management, Inc. BUFR ($32.15) 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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