M Holdings Securities, Inc. Flexshares Morningstar Dev Mkt Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$68.63 - $73.28 $1.86 Million - $1.99 Million	27,137 New	27,137 $1.9 Million

Others Institutions Holding TLTD

# of Institutions

62

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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