SageView Advisory Group, LLC TILT Holdings History
SageView Advisory Group, LLC's FlexShares Morningstar US Market Factors Tilt Index Fund Holding Summary
As of 2025-03-31, SageView Advisory Group, LLC held 81,562.00 shares of FlexShares Morningstar US Market Factors Tilt Index Fund(TILT), totaling $16.78 Mil. This investment constitutes 0.72% of their stock portfolio, and SageView Advisory Group, LLC now holds 1.04% of the outstanding FlexShares Morningstar US Market Factors Tilt Index Fund(TILT) stock.
The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 1 purchases of TILT, at an average price of $149.96, for a total of 220,464.00 shares. In addition, there have been 8 sales at an average price of $199.29 for 138,902.00 shares. Based on historical transaction data and TILT's current price of $228.09, SageView Advisory Group, LLC's estimated gain on his TILT holdings is $13.23 Mil, reflecting a 40.00% gain to date.
SageView Advisory Group, LLC TILT ($228.09) Holding Chart
SageView Advisory Group, LLC TILT ($228.09) 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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