Fiduciary Planning LLC VRIG Holdings History
Fiduciary Planning LLC's PowerShares Variable Rate Investment Grade Portfol Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 1.08 Mil shares of PowerShares Variable Rate Investment Grade Portfol(VRIG), totaling $27.11 Mil. This investment constitutes 8.93% of their stock portfolio, and Fiduciary Planning LLC now holds 1.88% of the outstanding PowerShares Variable Rate Investment Grade Portfol(VRIG) stock.
The initial trade took place in 2023Q3. And since then Fiduciary Planning LLC has made 7 purchases of VRIG, at an average price of $24.98, for a total of 1.08 Mil shares. Based on historical transaction data and VRIG's current price of $25.06, Fiduciary Planning LLC's estimated gain on his VRIG holdings is $86,447.77, reflecting a 0.32% gain to date.
Fiduciary Planning LLC VRIG ($25.06) Holding Chart
Fiduciary Planning LLC VRIG ($25.06) 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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