Number of Shares
6,721.00
Current Holdings Value*
$368,700.00
% of Portfolio
0.22%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
59.32%

Values First Advisors, Inc.'s The Trade Desk Inc Holding Summary

As of 2025-03-31, Values First Advisors, Inc. held 6,721.00 shares of The Trade Desk Inc(TTD), totaling $368,700.00. This investment constitutes 0.22% of their stock portfolio, and Values First Advisors, Inc. now holds 0% of the outstanding The Trade Desk Inc(TTD) stock.

The initial trade took place in 2019Q4. And since then Values First Advisors, Inc. has made 7 purchases of TTD, at an average price of $38.83, for a total of 54,881.00 shares. In addition, there have been 6 sales at an average price of $59.12 for 48,160.00 shares. Based on historical transaction data and TTD's current price of $81.50, Values First Advisors, Inc.'s estimated gain on his TTD holdings is $1.26 Mil, reflecting a 59.32% gain to date.

Values First Advisors, Inc. TTD ($81.50) Holding Chart

Values First Advisors, Inc. TTD ($81.50) 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 %

Top Ranked Articles

  • 1