Schulz Wealth, LTD. GJAN Holdings History
Number of Shares
136,034.00
Current Holdings Value*
$5.44 Mil
% of Portfolio
4.06%
Total Estimate Gain
$-280,744.82
% of Total Estimate Gain
-5.35%
Schulz Wealth, LTD.'s FT Vest U.S. Equity Moderate Buffer ETF - January Holding Summary
As of 2025-06-30, Schulz Wealth, LTD. held 136,034.00 shares of FT Vest U.S. Equity Moderate Buffer ETF - January(GJAN), totaling $5.44 Mil. This investment constitutes 4.06% of their stock portfolio, and Schulz Wealth, LTD. now holds -% of the outstanding FT Vest U.S. Equity Moderate Buffer ETF - January(GJAN) stock.
The initial trade took place in 2025Q1. And since then Schulz Wealth, LTD. has made 2 purchases of GJAN, at an average price of $38.59, for a total of 136,034.00 shares. Based on historical transaction data and GJAN's current price of $36.53, Schulz Wealth, LTD.'s estimated gain on his GJAN holdings is $-280,744.82, reflecting a -5.35% gain to date.
Schulz Wealth, LTD. GJAN ($36.53) Holding Chart
Schulz Wealth, LTD. GJAN ($36.53) 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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