Sonoma Private Wealth LLC Flexshares Morningstar Dev Mkt Call Options Transaction History

Sonoma Private Wealth LLC

$64.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TLTD

# of Institutions

62

Shares Held

6.31M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

4.04M
Shares

$290 Million
0.05% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

506K
Shares

$36.4 Million
2.34% of portfolio
Envestnet Asset Management Inc

408K
Shares

$29.3 Million
0.01% of portfolio
Efficient Advisors, LLC

219K
Shares

$15.7 Million
0.99% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

169K
Shares

$12.1 Million
0.55% of portfolio

About FLEXSHARES MORNINGSTAR DEV MKT

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