Discipline Wealth Solutions, LLC TLTD Holdings History
Discipline Wealth Solutions, LLC's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 18,554.00 shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund(TLTD), totaling $1.55 Mil. This investment constitutes 0.59% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0.3% of the outstanding FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund(TLTD) stock.
The initial trade took place in 2024Q2. And since then Discipline Wealth Solutions, LLC has made 3 purchases of TLTD, at an average price of $76.60, for a total of 20,293.00 shares. In addition, there have been 2 sales at an average price of $72.81 for 1,739.00 shares. Based on historical transaction data and TLTD's current price of $83.12, Discipline Wealth Solutions, LLC's estimated gain on his TLTD holdings is $114,466.50, reflecting a 7.36% gain to date.
Discipline Wealth Solutions, LLC TLTD ($83.12) Holding Chart
Discipline Wealth Solutions, LLC TLTD ($83.12) 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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