Capstone Financial Advisors, Inc. Flexshares Morningstar Dev Mkt Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Flexshares Morningstar Dev Mkt stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 505,910 shares of TLTD stock, worth $36.9 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
505,910
Previous 501,879
0.8%
Holding current value
$36.9 Million
Previous $36 Million
1.66%
% of portfolio
2.34%
Previous 2.42%
Shares
22 transactions
Others Institutions Holding TLTD
# of Institutions
61Shares Held
6.28MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL4.04MShares$294 Million0.05% of portfolio
-
Envestnet Asset Management Inc408KShares$29.7 Million0.01% of portfolio
-
Efficient Advisors, LLC219KShares$16 Million0.99% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA169KShares$12.3 Million0.55% of portfolio
-
Commonwealth Equity Services, LLC126KShares$9.19 Million0.01% of portfolio