Number of Shares
12,955.00
Current Holdings Value*
$1.30 Mil
% of Portfolio
1.18%
Total Estimate Gain
$-712.53
% of Total Estimate Gain
-0.05%

Life Planning Partners, Inc's Global X 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Life Planning Partners, Inc held 12,955.00 shares of Global X 1-3 Month T-Bill ETF(CLIP), totaling $1.30 Mil. This investment constitutes 1.18% of their stock portfolio, and Life Planning Partners, Inc now holds 0.09% of the outstanding Global X 1-3 Month T-Bill ETF(CLIP) stock.

The initial trade took place in 2025Q1. And since then Life Planning Partners, Inc has made 1 purchases of CLIP, at an average price of $100.26, for a total of 12,955.00 shares. Based on historical transaction data and CLIP's current price of $100.21, Life Planning Partners, Inc's estimated gain on his CLIP holdings is $-712.53, reflecting a -0.05% gain to date.

Life Planning Partners, Inc CLIP ($100.21) Holding Chart

Life Planning Partners, Inc CLIP ($100.21) 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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