Symphony Financial Services, Inc. BUFR Holdings History
Number of Shares
423,720.00
Current Holdings Value*
$12.58 Mil
% of Portfolio
8.22%
Total Estimate Gain
$570,968.20
% of Total Estimate Gain
4.41%
Symphony Financial Services, Inc.'s FT Vest Laddered Buffer ETF Holding Summary
As of 2025-03-31, Symphony Financial Services, Inc. held 423,720.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $12.58 Mil. This investment constitutes 8.22% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.2% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.
The initial trade took place in 2024Q4. And since then Symphony Financial Services, Inc. has made 2 purchases of BUFR, at an average price of $30.52, for a total of 423,720.00 shares. Based on historical transaction data and BUFR's current price of $31.87, Symphony Financial Services, Inc.'s estimated gain on his BUFR holdings is $570,968.20, reflecting a 4.41% gain to date.
Symphony Financial Services, Inc. BUFR ($31.87) Holding Chart
Symphony Financial Services, Inc. BUFR ($31.87) 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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