Sound Financial Strategies Group, LLC PTL Holdings History
Sound Financial Strategies Group, LLC's Inspire 500 ETF Holding Summary
As of 2025-03-31, Sound Financial Strategies Group, LLC held 13,429.00 shares of Inspire 500 ETF(PTL), totaling $2.76 Mil. This investment constitutes 2.46% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.93% of the outstanding Inspire 500 ETF(PTL) stock.
The initial trade took place in 2025Q1. And since then Sound Financial Strategies Group, LLC has made 1 purchases of PTL, at an average price of $216.59, for a total of 13,429.00 shares. Based on historical transaction data and PTL's current price of $231.34, Sound Financial Strategies Group, LLC's estimated gain on his PTL holdings is $198,064.32, reflecting a 6.81% gain to date.
Sound Financial Strategies Group, LLC PTL ($231.34) Holding Chart
Sound Financial Strategies Group, LLC PTL ($231.34) 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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