Number of Shares
7,690.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
1.06%
Total Estimate Gain
$83,165.40
% of Total Estimate Gain
5.43%

Trace Wealth Advisors, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Trace Wealth Advisors, LLC held 7,690.00 shares of Alphabet Inc(GOOGL), totaling $1.19 Mil. This investment constitutes 1.06% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $181.36 for 1,050.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Trace Wealth Advisors, LLC's estimated gain on his GOOGL holdings is $83,165.40, reflecting a 5.43% gain to date.

Trace Wealth Advisors, LLC GOOGL ($185.06) Holding Chart

Trace Wealth Advisors, LLC GOOGL ($185.06) 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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