SageOak Financial, LLC PTL Holdings History
SageOak Financial, LLC's Inspire 500 ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held 8,815.00 shares of Inspire 500 ETF(PTL), totaling $1.81 Mil. This investment constitutes 1.61% of their stock portfolio, and SageOak Financial, LLC now holds 0.61% of the outstanding Inspire 500 ETF(PTL) stock.
The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of PTL, at an average price of $217.69, for a total of 8,815.00 shares. Based on historical transaction data and PTL's current price of $231.98, SageOak Financial, LLC's estimated gain on his PTL holdings is $125,922.53, reflecting a 6.56% gain to date.
SageOak Financial, LLC PTL ($231.98) Holding Chart
SageOak Financial, LLC PTL ($231.98) 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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