Number of Shares
346,802.00
Current Holdings Value*
$10.30 Mil
% of Portfolio
5.5%
Total Estimate Gain
$3.59 Mil
% of Total Estimate Gain
43.04%

Tower Wealth Partners, Inc.'s FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Tower Wealth Partners, Inc. held 346,802.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $10.30 Mil. This investment constitutes 5.5% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0.16% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2022Q4. And since then Tower Wealth Partners, Inc. has made 7 purchases of BUFR, at an average price of $22.51, for a total of 371,059.00 shares. In addition, there have been 3 sales at an average price of $30.35 for 24,257.00 shares. Based on historical transaction data and BUFR's current price of $32.33, Tower Wealth Partners, Inc.'s estimated gain on his BUFR holdings is $3.59 Mil, reflecting a 43.04% gain to date.

Tower Wealth Partners, Inc. BUFR ($32.33) Holding Chart

Tower Wealth Partners, Inc. BUFR ($32.33) 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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