Planning Alternatives LTD Flexshares Morningstar Dev Mkt Transaction History

Planning Alternatives LTD

$618 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$54.15 - $66.4 $284,179 - $348,467	-5,248 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$53.47 - $58.03 $280,610 - $304,541	5,248 New	5,248 $294,000

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

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

506K
Shares

$36.3 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

Ticker TLTD
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