Number of Shares
261,244.00
Current Holdings Value*
$8.31 Mil
% of Portfolio
2.27%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
27.27%

WORLD EQUITY GROUP, INC.'s FT Vest Laddered Buffer ETF Holding Summary

As of 2025-06-30, WORLD EQUITY GROUP, INC. held 261,244.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $8.31 Mil. This investment constitutes 2.27% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0.12% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2022Q2. And since then WORLD EQUITY GROUP, INC. has made 5 purchases of BUFR, at an average price of $25.14, for a total of 294,527.00 shares. In addition, there have been 4 sales at an average price of $29.51 for 33,283.00 shares. Based on historical transaction data and BUFR's current price of $32.31, WORLD EQUITY GROUP, INC.'s estimated gain on his BUFR holdings is $2.02 Mil, reflecting a 27.27% gain to date.

WORLD EQUITY GROUP, INC. BUFR ($32.31) Holding Chart

WORLD EQUITY GROUP, INC. BUFR ($32.31) 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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