Clear Perspective Advisors, LLC TMFC Holdings History
Number of Shares
319,773.00
Current Holdings Value*
$14.12 Mil
% of Portfolio
4.29%
Total Estimate Gain
$8.50 Mil
% of Total Estimate Gain
68.66%
Clear Perspective Advisors, LLC's Motley Fool 100 Index ETF Holding Summary
As of 2021-12-31, Clear Perspective Advisors, LLC held 319,773.00 shares of Motley Fool 100 Index ETF(TMFC), totaling $14.12 Mil. This investment constitutes 4.29% of their stock portfolio, and Clear Perspective Advisors, LLC now holds 2.46% of the outstanding Motley Fool 100 Index ETF(TMFC) stock.
The initial trade took place in 2021Q2. And since then Clear Perspective Advisors, LLC has made 3 purchases of TMFC, at an average price of $38.73, for a total of 319,773.00 shares. Based on historical transaction data and TMFC's current price of $65.33, Clear Perspective Advisors, LLC's estimated gain on his TMFC holdings is $8.50 Mil, reflecting a 68.66% gain to date.
Clear Perspective Advisors, LLC TMFC ($65.33) Holding Chart
Clear Perspective Advisors, LLC TMFC ($65.33) 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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