Number of Shares
1.08 Mil
Current Holdings Value*
$27.11 Mil
% of Portfolio
8.93%
Total Estimate Gain
$86,447.77
% of Total Estimate Gain
0.32%

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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