Schulz Wealth, LTD. FSEP Holdings History

Number of Shares
106,261.00
Current Holdings Value*
$5.10 Mil
% of Portfolio
3.81%
Total Estimate Gain
$349,571.75
% of Total Estimate Gain
6.70%

Schulz Wealth, LTD.'s FT Vest U.S. Equity Buffer ETF - September Holding Summary

As of 2025-06-30, Schulz Wealth, LTD. held 106,261.00 shares of FT Vest U.S. Equity Buffer ETF - September(FSEP), totaling $5.10 Mil. This investment constitutes 3.81% of their stock portfolio, and Schulz Wealth, LTD. now holds 0.56% of the outstanding FT Vest U.S. Equity Buffer ETF - September(FSEP) stock.

The initial trade took place in 2024Q4. And since then Schulz Wealth, LTD. has made 1 purchases of FSEP, at an average price of $45.62, for a total of 114,357.00 shares. In addition, there have been 2 sales at an average price of $45.78 for 8,096.00 shares. Based on historical transaction data and FSEP's current price of $48.90, Schulz Wealth, LTD.'s estimated gain on his FSEP holdings is $349,571.75, reflecting a 6.70% gain to date.

Schulz Wealth, LTD. FSEP ($48.90) Holding Chart

Schulz Wealth, LTD. FSEP ($48.90) 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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