Stonebridge Financial Planning Group, LLC BUFR Holdings History
Stonebridge Financial Planning Group, LLC's FT Vest Laddered Buffer ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 121,908.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $3.62 Mil. This investment constitutes 1.65% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.06% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.
The initial trade took place in 2023Q4. And since then Stonebridge Financial Planning Group, LLC has made 5 purchases of BUFR, at an average price of $27.42, for a total of 128,938.00 shares. In addition, there have been 1 sales at an average price of $30.34 for 7,030.00 shares. Based on historical transaction data and BUFR's current price of $32.03, Stonebridge Financial Planning Group, LLC's estimated gain on his BUFR holdings is $582,794.78, reflecting a 16.49% gain to date.
Stonebridge Financial Planning Group, LLC BUFR ($32.03) Holding Chart
Stonebridge Financial Planning Group, LLC BUFR ($32.03) 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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