M Holdings Securities, Inc. Flexshares Morningstar Dev Mkt Transaction History

M Holdings Securities, Inc.

$620 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$68.63 - $73.28 $1.86 Million - $1.99 Million	27,137 New	27,137 $1.9 Million

Others Institutions Holding TLTD

# of Institutions

71

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

3.8M
Shares

$291 Million
0.04% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

467K
Shares

$35.8 Million
1.99% of portfolio
Envestnet Asset Management Inc

348K
Shares

$26.6 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

188K
Shares

$14.4 Million
0.52% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

154K
Shares

$11.8 Million
0.46% of portfolio

About FLEXSHARES MORNINGSTAR DEV MKT

Ticker TLTD
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