Trace Wealth Advisors, LLC Flexshares Morningstar Dev Mkt Transaction History

Trace Wealth Advisors, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Trace Wealth Advisors, LLC transactions in Flexshares Morningstar Dev Mkt stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 13,732 shares of TLTD stock, worth $1.18 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
13,732
Previous 13,840 0.78%
Holding current value
$1.18 Million
Previous $1.04 Billion 10.69%
% of portfolio
0.94%
Previous 0.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$66.99 - $83.47 $7,234 - $9,014
-108 Reduced 0.78%
13,732 $1.15 Billion
Q1 2025

May 15, 2025
BUY
$67.85 - $77.32 $32,432 - $36,958
478 Added 3.58%
13,840 $1.04 Billion
Q4 2024

Feb 14, 2025
BUY
$68.55 - $74.48 $915,965 - $995,201
13,362 New
13,362 $920 Million

Others Institutions Holding TLTD

# of Institutions
75
Shares Held
5.72M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES MORNINGSTAR DEV MKT

TLTD Quotes by TradingView
  • Ticker TLTD
  • Sector ETFs
  • Industry ETFs
More about TLTD
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