Planning Alternatives LTD Flexshares Tr Transaction History

Planning Alternatives LTD

$618 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$120.98 - $144.74 $571,872 - $684,185	-4,727 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$113.29 - $129.99 $535,521 - $614,462	4,727 New	4,727 $577,000

Others Institutions Holding TILT

# of Institutions

95

Shares Held

7.58M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

6.03M
Shares

$1.31 Billion
0.21% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

183K
Shares

$39.7 Million
4.17% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

164K
Shares

$35.4 Million
2.16% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

159K
Shares

$34.5 Million
1.48% of portfolio
Morgan Stanley New York, NY

140K
Shares

$30.4 Million
0.0% of portfolio

About FLEXSHARES TR

Ticker TILT
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