Number of Shares
36,736.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
0.74%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
21.33%

O'Connor Financial Group LLC's Timothy Plan US Large/Mid Cap Core ETF Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 36,736.00 shares of Timothy Plan US Large/Mid Cap Core ETF(TPLC), totaling $1.68 Mil. This investment constitutes 0.74% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.54% of the outstanding Timothy Plan US Large/Mid Cap Core ETF(TPLC) stock.

The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 3 purchases of TPLC, at an average price of $34.49, for a total of 327,673.00 shares. In addition, there have been 6 sales at an average price of $41.36 for 290,937.00 shares. Based on historical transaction data and TPLC's current price of $45.69, O'Connor Financial Group LLC's estimated gain on his TPLC holdings is $2.41 Mil, reflecting a 21.33% gain to date.

O'Connor Financial Group LLC TPLC ($45.69) Holding Chart

O'Connor Financial Group LLC TPLC ($45.69) 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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