Schulz Wealth, LTD. BUFR Holdings History

Number of Shares
312,141.00
Current Holdings Value*
$9.93 Mil
% of Portfolio
7.42%
Total Estimate Gain
$2.29 Mil
% of Total Estimate Gain
25.21%

Schulz Wealth, LTD.'s FT Vest Laddered Buffer ETF Holding Summary

As of 2025-06-30, Schulz Wealth, LTD. held 312,141.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $9.93 Mil. This investment constitutes 7.42% of their stock portfolio, and Schulz Wealth, LTD. now holds 0.14% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q4. And since then Schulz Wealth, LTD. has made 2 purchases of BUFR, at an average price of $25.58, for a total of 355,161.00 shares. In addition, there have been 4 sales at an average price of $29.61 for 43,020.00 shares. Based on historical transaction data and BUFR's current price of $32.36, Schulz Wealth, LTD.'s estimated gain on his BUFR holdings is $2.29 Mil, reflecting a 25.21% gain to date.

Schulz Wealth, LTD. BUFR ($32.36) Holding Chart

Schulz Wealth, LTD. 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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