Discipline Wealth Solutions, LLC TILT Holdings History
Discipline Wealth Solutions, LLC's FlexShares Morningstar US Market Factors Tilt Index Fund Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 8,071.00 shares of FlexShares Morningstar US Market Factors Tilt Index Fund(TILT), totaling $1.81 Mil. This investment constitutes 0.69% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0.11% of the outstanding FlexShares Morningstar US Market Factors Tilt Index Fund(TILT) stock.
The initial trade took place in 2024Q2. And since then Discipline Wealth Solutions, LLC has made 4 purchases of TILT, at an average price of $204.73, for a total of 8,695.00 shares. In addition, there have been 1 sales at an average price of $216.75 for 624.00 shares. Based on historical transaction data and TILT's current price of $228.27, Discipline Wealth Solutions, LLC's estimated gain on his TILT holdings is $197,528.79, reflecting a 11.10% gain to date.
Discipline Wealth Solutions, LLC TILT ($228.27) Holding Chart
Discipline Wealth Solutions, LLC TILT ($228.27) 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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