Synergy Financial Group, LTD TMFC Holdings History
Number of Shares
41,528.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
2.07%
Total Estimate Gain
$475,620.09
% of Total Estimate Gain
21.29%
Synergy Financial Group, LTD's Motley Fool 100 Index ETF Holding Summary
As of 2025-03-31, Synergy Financial Group, LTD held 41,528.00 shares of Motley Fool 100 Index ETF(TMFC), totaling $2.31 Mil. This investment constitutes 2.07% of their stock portfolio, and Synergy Financial Group, LTD now holds 0.19% of the outstanding Motley Fool 100 Index ETF(TMFC) stock.
The initial trade took place in 2024Q2. And since then Synergy Financial Group, LTD has made 4 purchases of TMFC, at an average price of $53.81, for a total of 41,528.00 shares. Based on historical transaction data and TMFC's current price of $65.26, Synergy Financial Group, LTD's estimated gain on his TMFC holdings is $475,620.09, reflecting a 21.29% gain to date.
Synergy Financial Group, LTD TMFC ($65.26) Holding Chart
Synergy Financial Group, LTD TMFC ($65.26) 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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