Number of Shares
51,962.00
Current Holdings Value*
$2.89 Mil
% of Portfolio
1.1%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
28.17%

Capital Advisory Group Advisory Services, LLC's Motley Fool 100 Index ETF Holding Summary

As of 2025-03-31, Capital Advisory Group Advisory Services, LLC held 51,962.00 shares of Motley Fool 100 Index ETF(TMFC), totaling $2.89 Mil. This investment constitutes 1.1% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.25% of the outstanding Motley Fool 100 Index ETF(TMFC) stock.

The initial trade took place in 2021Q2. And since then Capital Advisory Group Advisory Services, LLC has made 8 purchases of TMFC, at an average price of $41.29, for a total of 140,490.00 shares. In addition, there have been 8 sales at an average price of $50.77 for 88,528.00 shares. Based on historical transaction data and TMFC's current price of $56.59, Capital Advisory Group Advisory Services, LLC's estimated gain on his TMFC holdings is $1.63 Mil, reflecting a 28.17% gain to date.

Capital Advisory Group Advisory Services, LLC TMFC ($56.59) Holding Chart

Capital Advisory Group Advisory Services, LLC TMFC ($56.59) 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