Kore Private Wealth LLC Flexshares Morningstar Dev Mkt Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$53.47 - $58.03 $25,665 - $27,854	-480 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$40.82 - $65.52 $19,593 - $31,449	480 New	480 $22,000

Others Institutions Holding TLTD

# of Institutions

61

Shares Held

5.82M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

3.97M
Shares

$280 Million
0.05% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

476K
Shares

$33.6 Million
2.2% of portfolio
Envestnet Asset Management Inc

371K
Shares

$26.2 Million
0.01% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

157K
Shares

$11.1 Million
0.6% of portfolio
Harbour Trust & Investment Management CO Michigan City, IN

128K
Shares

$9.01 Million
1.09% of portfolio

About FLEXSHARES MORNINGSTAR DEV MKT

Ticker TLTD
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