Sound Financial Strategies Group, LLC TPLC Holdings History
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 $45.38, Sound Financial Strategies Group, LLC's estimated gain on his TPLC holdings is $181,356.75, reflecting a 6.24% gain to date.
Sound Financial Strategies Group, LLC TPLC ($45.38) Holding Chart
Sound Financial Strategies Group, LLC TPLC ($45.38) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
