MONEYWISE, INC. PTL Holdings History
Number of Shares
31,884.00
Current Holdings Value*
$7.31 Mil
% of Portfolio
3.43%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
11.84%
MONEYWISE, INC.'s Inspire 500 ETF Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 31,884.00 shares of Inspire 500 ETF(PTL), totaling $7.31 Mil. This investment constitutes 3.43% of their stock portfolio, and MONEYWISE, INC. now holds 1.88% of the outstanding Inspire 500 ETF(PTL) stock.
The initial trade took place in 2024Q2. And since then MONEYWISE, INC. has made 3 purchases of PTL, at an average price of $202.28, for a total of 54,013.00 shares. In addition, there have been 2 sales at an average price of $214.31 for 22,129.00 shares. Based on historical transaction data and PTL's current price of $234.49, MONEYWISE, INC.'s estimated gain on his PTL holdings is $1.29 Mil, reflecting a 11.84% gain to date.
MONEYWISE, INC. PTL ($234.49) Holding Chart
MONEYWISE, INC. PTL ($234.49) 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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