Number of Shares
44,756.00
Current Holdings Value*
$1.66 Mil
% of Portfolio
1.48%
Total Estimate Gain
$155,535.90
% of Total Estimate Gain
6.13%

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

As of 2025-03-31, Sound Financial Strategies Group, LLC held 44,756.00 shares of Timothy Plan US Small Cap Core ETF(TPSC), totaling $1.66 Mil. This investment constitutes 1.48% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.87% of the outstanding Timothy Plan US Small Cap Core ETF(TPSC) stock.

The initial trade took place in 2021Q2. And since then Sound Financial Strategies Group, LLC has made 4 purchases of TPSC, at an average price of $35.03, for a total of 72,465.00 shares. In addition, there have been 3 sales at an average price of $33.46 for 27,709.00 shares. Based on historical transaction data and TPSC's current price of $39.47, Sound Financial Strategies Group, LLC's estimated gain on his TPSC holdings is $155,535.90, reflecting a 6.13% gain to date.

Sound Financial Strategies Group, LLC TPSC ($39.47) Holding Chart

Sound Financial Strategies Group, LLC TPSC ($39.47) 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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