Defined Financial Planning LLC BAR Holdings History
Defined Financial Planning LLC's GraniteShares Gold Shares Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 41,930.00 shares of GraniteShares Gold Shares(BAR), totaling $1.38 Mil. This investment constitutes 1.22% of their stock portfolio, and Defined Financial Planning LLC now holds 0.12% of the outstanding GraniteShares Gold Shares(BAR) stock.
The initial trade took place in 2025Q2. And since then Defined Financial Planning LLC has made 1 purchases of BAR, at an average price of $32.38, for a total of 41,930.00 shares. Based on historical transaction data and BAR's current price of $33.24, Defined Financial Planning LLC's estimated gain on his BAR holdings is $36,059.80, reflecting a 2.66% gain to date.
Defined Financial Planning LLC BAR ($33.24) Holding Chart
Defined Financial Planning LLC BAR ($33.24) 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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