Number of Shares
66,952.00
Current Holdings Value*
$2.84 Mil
% of Portfolio
2.54%
Total Estimate Gain
$184,704.35
% of Total Estimate Gain
6.35%

Sound Financial Strategies Group, LLC's Timothy Plan US Large/Mid Cap Core ETF Holding Summary

As of 2025-03-31, Sound Financial Strategies Group, LLC held 66,952.00 shares of Timothy Plan US Large/Mid Cap Core ETF(TPLC), totaling $2.84 Mil. This investment constitutes 2.54% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.91% of the outstanding Timothy Plan US Large/Mid Cap Core ETF(TPLC) stock.

The initial trade took place in 2024Q2. And since then Sound Financial Strategies Group, LLC has made 2 purchases of TPLC, at an average price of $42.68, for a total of 68,107.00 shares. In addition, there have been 2 sales at an average price of $42.99 for 1,155.00 shares. Based on historical transaction data and TPLC's current price of $45.43, Sound Financial Strategies Group, LLC's estimated gain on his TPLC holdings is $184,704.35, reflecting a 6.35% gain to date.

Sound Financial Strategies Group, LLC TPLC ($45.43) Holding Chart

Sound Financial Strategies Group, LLC TPLC ($45.43) 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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