Number of Shares
231,430.00
Current Holdings Value*
$10.07 Mil
% of Portfolio
3.32%
Total Estimate Gain
$-832,806.49
% of Total Estimate Gain
-8.35%

Fiduciary Planning LLC's FMIL Holding Summary

As of 2025-03-31, Fiduciary Planning LLC held 231,430.00 shares of FMIL(FMIL), totaling $10.07 Mil. This investment constitutes 3.32% of their stock portfolio, and Fiduciary Planning LLC now holds -% of the outstanding FMIL(FMIL) stock.

The initial trade took place in 2024Q2. And since then Fiduciary Planning LLC has made 4 purchases of FMIL, at an average price of $43.10, for a total of 231,430.00 shares. Based on historical transaction data and FMIL's current price of $39.51, Fiduciary Planning LLC's estimated gain on his FMIL holdings is $-832,806.49, reflecting a -8.35% gain to date.

Fiduciary Planning LLC FMIL ($39.51) Holding Chart

Fiduciary Planning LLC FMIL ($39.51) 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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