BUFR

Ft Vest Lad Buffervetf-usd I

Latest period2024 - Q4Total superinvestors60

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 60 superinvestors own shares of Ft Vest Lad Buffervetf-usd I (BUFR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Lad Buffervetf-usd I (BUFR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Lad Buffervetf-usd I (BUFR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Lad Buffervetf-usd I (BUFR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 5.35%
0.09%
$1.453M
47,930 shares@ 30.33 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 7.65%
0.07%
$1.418M
46,550 shares@ 30.48 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -7.76%
0.02%
$1.286M
42,220 shares@ 30.46 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 23.79%
0.52%
$1.279M
41,970 shares@ 30.48 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -55.4%
0.93%
$1.234M
40,501 shares@ 30.47 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 3.52%
0.51%
$1.031M
33,847 shares@ 30.47 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -8.22%
0.42%
$964,394
31,475 shares@ 30.64 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 28.49%
0.13%
$921,147
30,231 shares@ 30.48 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 1.24%
0.3%
$897,128
29,443 shares@ 30.47 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.08%
$840,294
27,614 shares@ 30.43 avg price