New Edge Wealth, LLC Flexshares Tr Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$138.28 - $166.9 $154,597 - $186,594	-1,118 Reduced 35.29%	2,050 $283,000
Q2 2022 Aug 09, 2022	BUY	$141.45 - $175.61 $448,113 - $556,332	3,168 New	3,168 $460,000

Others Institutions Holding TILT

# of Institutions

109

Shares Held

7.57M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

6.06M
Shares

$1.39 Billion
0.19% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

183K
Shares

$42.2 Million
4.17% of portfolio
Morgan Stanley New York, NY

169K
Shares

$38.8 Million
0.0% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

151K
Shares

$34.8 Million
1.96% of portfolio
Envestnet Asset Management Inc

127K
Shares

$29.1 Million
0.01% of portfolio

About FLEXSHARES TR

Ticker TILT
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