Delos Wealth Advisors, LLC TDTT Holdings History
Delos Wealth Advisors, LLC's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 192,248.00 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund(TDTT), totaling $4.69 Mil. This investment constitutes 3.71% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0.19% of the outstanding FlexShares iBoxx 3-Year Target Duration TIPS Index Fund(TDTT) stock.
The initial trade took place in 2022Q1. And since then Delos Wealth Advisors, LLC has made 9 purchases of TDTT, at an average price of $24.49, for a total of 332,549.00 shares. In addition, there have been 4 sales at an average price of $23.46 for 140,301.00 shares. Based on historical transaction data and TDTT's current price of $24.24, Delos Wealth Advisors, LLC's estimated gain on his TDTT holdings is $-193,634.07, reflecting a -2.38% gain to date.
Delos Wealth Advisors, LLC TDTT ($24.24) Holding Chart
Delos Wealth Advisors, LLC TDTT ($24.24) 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
