Annapolis Financial Services, LLC Flexshares Morningstar Dev Mkt Transaction History

Annapolis Financial Services, LLC

$323 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$63.1 - $66.96 $42,844 - $45,465	679 New	679 $44,000

Others Institutions Holding TLTD

# of Institutions

64

Shares Held

5.82M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

3.97M
Shares

$287 Million
0.05% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

476K
Shares

$34.4 Million
2.2% of portfolio
Envestnet Asset Management Inc

371K
Shares

$26.8 Million
0.01% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

157K
Shares

$11.4 Million
0.6% of portfolio
Harbour Trust & Investment Management CO Michigan City, IN

131K
Shares

$9.46 Million
1.03% of portfolio

About FLEXSHARES MORNINGSTAR DEV MKT

Ticker TLTD
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