Sonoma Private Wealth LLC Flexshares Morningstar Dev Mkt Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Flexshares Morningstar Dev Mkt stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,792 shares of TLTD stock, worth $200,772. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,792Holding current value
$200,772% of portfolio
0.33%Shares
3 transactions
Others Institutions Holding TLTD
# of Institutions
62Shares Held
6.31MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL4.04MShares$290 Million0.05% of portfolio
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Capstone Financial Advisors, Inc. Downers Grove, IL506KShares$36.4 Million2.34% of portfolio
-
Envestnet Asset Management Inc408KShares$29.3 Million0.01% of portfolio
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Efficient Advisors, LLC219KShares$15.7 Million0.99% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA169KShares$12.1 Million0.55% of portfolio