Twin Peaks Wealth Advisors, LLC BUFR Holdings History
Twin Peaks Wealth Advisors, LLC's FT Vest Laddered Buffer ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 245,629.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $7.09 Mil. This investment constitutes 3.24% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.11% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 4 purchases of BUFR, at an average price of $27.03, for a total of 303,912.00 shares. In addition, there have been 1 sales at an average price of $30.56 for 58,283.00 shares. Based on historical transaction data and BUFR's current price of $32.15, Twin Peaks Wealth Advisors, LLC's estimated gain on his BUFR holdings is $1.46 Mil, reflecting a 17.81% gain to date.
Twin Peaks Wealth Advisors, LLC BUFR ($32.15) Holding Chart
Twin Peaks Wealth Advisors, 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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