Number of Shares
822,842.00
Current Holdings Value*
$24.43 Mil
% of Portfolio
2%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
14.91%

Sound View Wealth Advisors Group, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 822,842.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $24.43 Mil. This investment constitutes 2% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0.39% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2022Q4. And since then Sound View Wealth Advisors Group, LLC has made 7 purchases of BUFR, at an average price of $27.38, for a total of 888,851.00 shares. In addition, there have been 1 sales at an average price of $22.94 for 66,009.00 shares. Based on historical transaction data and BUFR's current price of $32.15, Sound View Wealth Advisors Group, LLC's estimated gain on his BUFR holdings is $3.63 Mil, reflecting a 14.91% gain to date.

Sound View Wealth Advisors Group, LLC BUFR ($32.15) Holding Chart

Sound View Wealth Advisors Group, LLC 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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