Trace Wealth Advisors, LLC T Holdings History
Number of Shares
8,246.00
Current Holdings Value*
$233,190.00
% of Portfolio
0.21%
Total Estimate Gain
$14,760.34
% of Total Estimate Gain
7.12%
Trace Wealth Advisors, LLC's AT&T Inc Holding Summary
As of 2025-03-31, Trace Wealth Advisors, LLC held 8,246.00 shares of AT&T Inc(T), totaling $233,190.00. This investment constitutes 0.21% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0% of the outstanding AT&T Inc(T) stock.
The initial trade took place in 2025Q1. And since then Trace Wealth Advisors, LLC has made 1 purchases of T, at an average price of $25.15, for a total of 8,246.00 shares. Based on historical transaction data and T's current price of $26.94, Trace Wealth Advisors, LLC's estimated gain on his T holdings is $14,760.34, reflecting a 7.12% gain to date.
Trace Wealth Advisors, LLC T ($26.94) Holding Chart
Trace Wealth Advisors, LLC T ($26.94) 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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