Number of Shares
116,273.00
Current Holdings Value*
$6.77 Mil
% of Portfolio
6.02%
Total Estimate Gain
$434,949.96
% of Total Estimate Gain
4.99%

Defined Financial Planning LLC's Main Sector Rotation ETF Holding Summary

As of 2025-06-30, Defined Financial Planning LLC held 116,273.00 shares of Main Sector Rotation ETF(SECT), totaling $6.77 Mil. This investment constitutes 6.02% of their stock portfolio, and Defined Financial Planning LLC now holds 0.32% of the outstanding Main Sector Rotation ETF(SECT) stock.

The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 1 purchases of SECT, at an average price of $55.34, for a total of 157,579.00 shares. In addition, there have been 1 sales at an average price of $54.85 for 41,306.00 shares. Based on historical transaction data and SECT's current price of $59.26, Defined Financial Planning LLC's estimated gain on his SECT holdings is $434,949.96, reflecting a 4.99% gain to date.

Defined Financial Planning LLC SECT ($59.26) Holding Chart

Defined Financial Planning LLC SECT ($59.26) 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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