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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