Number of Shares
5,972.00
Current Holdings Value*
$412,070.00
% of Portfolio
0.15%
Total Estimate Gain
$87,973.86
% of Total Estimate Gain
1.41%

Investment Planning Advisors, Inc.'s ACIM Holding Summary

As of 2025-06-30, Investment Planning Advisors, Inc. held 5,972.00 shares of ACIM(ACIM), totaling $412,070.00. This investment constitutes 0.15% of their stock portfolio, and Investment Planning Advisors, Inc. now holds -% of the outstanding ACIM(ACIM) stock.

The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 2 purchases of ACIM, at an average price of $64.27, for a total of 97,386.00 shares. In addition, there have been 1 sales at an average price of $64.17 for 91,414.00 shares. Based on historical transaction data and ACIM's current price of $80.48, Investment Planning Advisors, Inc.'s estimated gain on his ACIM holdings is $87,973.86, reflecting a 1.41% gain to date.

Investment Planning Advisors, Inc. ACIM ($80.48) Holding Chart

Investment Planning Advisors, Inc. ACIM ($80.48) 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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