Trace Wealth Advisors, LLC TILT Holdings History
Trace Wealth Advisors, LLC's FlexShares Morningstar US Market Factors Tilt Index Fund Holding Summary
As of 2025-03-31, Trace Wealth Advisors, LLC held 24,508.00 shares of FlexShares Morningstar US Market Factors Tilt Index Fund(TILT), totaling $5.04 Mil. This investment constitutes 4.49% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0.31% of the outstanding FlexShares Morningstar US Market Factors Tilt Index Fund(TILT) stock.
The initial trade took place in 2024Q4. And since then Trace Wealth Advisors, LLC has made 1 purchases of TILT, at an average price of $219.05, for a total of 24,508.00 shares. Based on historical transaction data and TILT's current price of $228.09, Trace Wealth Advisors, LLC's estimated gain on his TILT holdings is $221,558.35, reflecting a 4.13% gain to date.
Trace Wealth Advisors, LLC TILT ($228.09) Holding Chart
Trace Wealth Advisors, 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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