Curio Wealth, LLC Flexshares Morningstar Dev Mkt Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Flexshares Morningstar Dev Mkt stock. As of the latest transaction made, Curio Wealth, LLC holds 409 shares of TLTD stock, worth $29,857. This represents 0.02% of its overall portfolio holdings.

Number of Shares

409

Holding current value

$29,857

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$68.55 - $74.48 $28,036 - $30,462	409 New	409 $28.2 Million

Others Institutions Holding TLTD

# of Institutions

Shares Held

5.79M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

3.97M
Shares

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

476K
Shares

$34.8 Million
2.2% of portfolio
Envestnet Asset Management Inc

348K
Shares

$25.4 Million
0.01% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

154K
Shares

$11.2 Million
0.46% of portfolio
Harbour Trust & Investment Management CO Michigan City, IN

131K
Shares

$9.56 Million
1.03% of portfolio

View Full List

About FLEXSHARES MORNINGSTAR DEV MKT

Ticker TLTD
Sector ETFs
Industry ETFs

More about TLTD

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