Charter Oak Capital Management, LLC Flexshares Stoxx Global Broad Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	BUY	$54.39 - $57.96 $54 - $57	1 Added 5.0%	21 $1,000
Q2 2021 Jul 29, 2021	BUY	$56.5 - $59.75 $1,130 - $1,195	20 New	20 $1,000

Others Institutions Holding NFRA

# of Institutions

109

Shares Held

34.5M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

28.8M
Shares

$1.65 Billion
0.26% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

1.76M
Shares

$101 Million
6.19% of portfolio
Alaska Permanent Capital Management

1.18M
Shares

$67.6 Million
5.56% of portfolio
Apcm Wealth Management For Individuals

693K
Shares

$39.8 Million
6.21% of portfolio
Landmark Financial Advisors, LLC

196K
Shares

$11.3 Million
3.87% of portfolio

About FLEXSHARES STOXX GLOBAL BROAD

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