Mcdonald Partners LLC Flexshares Morningstar Dev Mkt Transaction History

Mcdonald Partners LLC

$381 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$63.22 - $73.48 $10,810 - $12,565	-171 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$69.4 - $74.79 $11,867 - $12,789	171 New	171 $0

Others Institutions Holding TLTD

# of Institutions

67

Shares Held

5.83M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

3.97M
Shares

$286 Million
0.05% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

476K
Shares

$34.3 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

$11.3 Million
0.6% of portfolio
Harbour Trust & Investment Management CO Michigan City, IN

131K
Shares

$9.43 Million
1.03% of portfolio

About FLEXSHARES MORNINGSTAR DEV MKT

Ticker TLTD
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