Number of Shares
69,416.00
Current Holdings Value*
$2.21 Mil
% of Portfolio
1.32%
Total Estimate Gain
$775,228.28
% of Total Estimate Gain
17.60%

SECURED RETIREMENT ADVISORS, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 69,416.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $2.21 Mil. This investment constitutes 1.32% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 0.03% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q4. And since then SECURED RETIREMENT ADVISORS, LLC has made 4 purchases of BUFR, at an average price of $26.63, for a total of 165,393.00 shares. In addition, there have been 2 sales at an average price of $30.56 for 95,977.00 shares. Based on historical transaction data and BUFR's current price of $32.36, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his BUFR holdings is $775,228.28, reflecting a 17.60% gain to date.

SECURED RETIREMENT ADVISORS, LLC BUFR ($32.36) Holding Chart

SECURED RETIREMENT ADVISORS, LLC BUFR ($32.36) 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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