Number of Shares
108,522.00
Current Holdings Value*
$2.45 Mil
% of Portfolio
0.81%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
13.98%

Fiduciary Planning LLC's Clockwise Core Equity & Innovation ETF Holding Summary

As of 2025-03-31, Fiduciary Planning LLC held 108,522.00 shares of Clockwise Core Equity & Innovation ETF(TIME), totaling $2.45 Mil. This investment constitutes 0.81% of their stock portfolio, and Fiduciary Planning LLC now holds 11.67% of the outstanding Clockwise Core Equity & Innovation ETF(TIME) stock.

The initial trade took place in 2024Q1. And since then Fiduciary Planning LLC has made 1 purchases of TIME, at an average price of $23.39, for a total of 575,689.00 shares. In addition, there have been 4 sales at an average price of $26.91 for 467,167.00 shares. Based on historical transaction data and TIME's current price of $25.59, Fiduciary Planning LLC's estimated gain on his TIME holdings is $1.88 Mil, reflecting a 13.98% gain to date.

Fiduciary Planning LLC TIME ($25.59) Holding Chart

Fiduciary Planning LLC TIME ($25.59) 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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