CFC Planning Co LLC TRV Holdings History
Number of Shares
16,813.00
Current Holdings Value*
$4.45 Mil
% of Portfolio
4.87%
Total Estimate Gain
$271,373.72
% of Total Estimate Gain
6.46%
CFC Planning Co LLC's The Travelers Companies Inc Holding Summary
As of 2025-03-31, CFC Planning Co LLC held 16,813.00 shares of The Travelers Companies Inc(TRV), totaling $4.45 Mil. This investment constitutes 4.87% of their stock portfolio, and CFC Planning Co LLC now holds 0.01% of the outstanding The Travelers Companies Inc(TRV) stock.
The initial trade took place in 2024Q4. And since then CFC Planning Co LLC has made 1 purchases of TRV, at an average price of $249.83, for a total of 16,813.00 shares. Based on historical transaction data and TRV's current price of $265.97, CFC Planning Co LLC's estimated gain on his TRV holdings is $271,373.72, reflecting a 6.46% gain to date.
CFC Planning Co LLC TRV ($265.97) Holding Chart
CFC Planning Co LLC TRV ($265.97) 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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