Number of Shares
17,850.00
Current Holdings Value*
$689,210.00
% of Portfolio
0.3%
Total Estimate Gain
$633,071.16
% of Total Estimate Gain
17.06%

O'Connor Financial Group LLC's Timothy Plan High Dividend Stock ETF Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 17,850.00 shares of Timothy Plan High Dividend Stock ETF(TPHD), totaling $689,210.00. This investment constitutes 0.3% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.22% of the outstanding Timothy Plan High Dividend Stock ETF(TPHD) stock.

The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 6 purchases of TPHD, at an average price of $31.52, for a total of 117,770.00 shares. In addition, there have been 2 sales at an average price of $36.51 for 99,920.00 shares. Based on historical transaction data and TPHD's current price of $39.00, O'Connor Financial Group LLC's estimated gain on his TPHD holdings is $633,071.16, reflecting a 17.06% gain to date.

O'Connor Financial Group LLC TPHD ($39.00) Holding Chart

O'Connor Financial Group LLC TPHD ($39.00) 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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