Number of Shares
12,499.00
Current Holdings Value*
$944,680.00
% of Portfolio
0.5%
Total Estimate Gain
$48,834.26
% of Total Estimate Gain
0.30%

INTERACTIVE FINANCIAL ADVISORS, INC.'s FlexShares Ultra-Short Income Fund Holding Summary

As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 12,499.00 shares of FlexShares Ultra-Short Income Fund(RAVI), totaling $944,680.00. This investment constitutes 0.5% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 0.08% of the outstanding FlexShares Ultra-Short Income Fund(RAVI) stock.

The initial trade took place in 2021Q2. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 11 purchases of RAVI, at an average price of $74.79, for a total of 216,288.00 shares. In addition, there have been 5 sales at an average price of $74.98 for 203,789.00 shares. Based on historical transaction data and RAVI's current price of $75.48, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his RAVI holdings is $48,834.26, reflecting a 0.30% gain to date.

INTERACTIVE FINANCIAL ADVISORS, INC. RAVI ($75.48) Holding Chart

INTERACTIVE FINANCIAL ADVISORS, INC. RAVI ($75.48) 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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