Planning Alternatives LTD Flexshares Morningstar Dev Mkt Transaction History

Planning Alternatives LTD

$648 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$54.15 - $66.4 $284,179 - $348,467	-5,248 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$53.47 - $58.03 $280,610 - $304,541	5,248 New	5,248 $294,000

Others Institutions Holding TLTD

# of Institutions

72

Shares Held

5.87M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

3.77M
Shares

$316 Million
0.04% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

465K
Shares

$39 Million
2.19% of portfolio
Envestnet Asset Management Inc

404K
Shares

$33.9 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

179K
Shares

$15 Million
0.0% of portfolio
Harbour Trust & Investment Management CO Michigan City, IN

130K
Shares

$10.9 Million
1.2% of portfolio

About FLEXSHARES MORNINGSTAR DEV MKT

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