Family Firm, Inc. Flexshares Morningstar Dev Mkt Transaction History

Family Firm, Inc.

$932 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 07, 2018	SELL	N/A	-3,200 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	N/A	3,200	3,200 $214,000

Others Institutions Holding TLTD

# of Institutions

63

Shares Held

6.32M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

4.04M
Shares

$289 Million
0.05% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

506K
Shares

$36.2 Million
2.34% of portfolio
Envestnet Asset Management Inc

408K
Shares

$29.2 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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