SageView Advisory Group, LLC TLTD Holdings History
SageView Advisory Group, LLC's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund Holding Summary
As of 2025-03-31, SageView Advisory Group, LLC held 86,259.00 shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund(TLTD), totaling $6.45 Mil. This investment constitutes 0.28% of their stock portfolio, and SageView Advisory Group, LLC now holds 1.39% of the outstanding FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund(TLTD) stock.
The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 1 purchases of TLTD, at an average price of $63.23, for a total of 388,970.00 shares. In addition, there have been 8 sales at an average price of $69.26 for 302,711.00 shares. Based on historical transaction data and TLTD's current price of $83.12, SageView Advisory Group, LLC's estimated gain on his TLTD holdings is $3.54 Mil, reflecting a 14.39% gain to date.
SageView Advisory Group, LLC TLTD ($83.12) Holding Chart
SageView Advisory Group, 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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