Number of Shares
1.24 Mil
Current Holdings Value*
$36.88 Mil
% of Portfolio
3.24%
Total Estimate Gain
$10.94 Mil
% of Total Estimate Gain
34.30%

Tradition Wealth Management, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-03-31, Tradition Wealth Management, LLC held 1.24 Mil shares of FT Vest Laddered Buffer ETF(BUFR), totaling $36.88 Mil. This investment constitutes 3.24% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.58% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2021Q4. And since then Tradition Wealth Management, LLC has made 10 purchases of BUFR, at an average price of $23.78, for a total of 1.34 Mil shares. In addition, there have been 4 sales at an average price of $26.60 for 100,043.00 shares. Based on historical transaction data and BUFR's current price of $32.36, Tradition Wealth Management, LLC's estimated gain on his BUFR holdings is $10.94 Mil, reflecting a 34.30% gain to date.

Tradition Wealth Management, LLC BUFR ($32.36) Holding Chart

Tradition Wealth Management, LLC BUFR ($32.36) 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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