Riverpoint Wealth Management Holdings, LLC Flexshares Morningstar Dev Mkt Transaction History

Riverpoint Wealth Management Holdings, LLC

$383 Million
Q4 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	BUY	$70.88 - $75.92 $4,819 - $5,162	68 Added 0.73%	9,400 $686,000
Q1 2021 May 04, 2021	SELL	$65.58 - $71.36 $32,265 - $35,109	-492 Reduced 5.01%	9,332 $653,000
Q4 2020 Feb 23, 2021	SELL	$54.15 - $66.4 $831,635 - $1.02 Million	-15,358 Reduced 60.99%	9,824 $648,000
Q3 2020 Nov 10, 2020	SELL	$53.47 - $58.03 $536,624 - $582,389	-10,036 Reduced 28.5%	25,182 $1.41 Million
Q2 2020 Aug 03, 2020	BUY	$44.02 - $57.63 $86,983 - $113,876	1,976 Added 5.94%	35,218 $1.88 Million
Q1 2020 May 11, 2020	BUY	$40.82 - $65.52 $6,572 - $10,548	161 Added 0.49%	33,242 $1.54 Million
Q4 2019 Feb 18, 2020	BUY	$58.75 - $65.74 $578,805 - $647,670	9,852 Added 42.41%	33,081 $2.15 Million
Q3 2019 Oct 30, 2019	BUY	$59.7 - $61.23 $1.39 Million - $1.42 Million	23,229 New	23,229 $1.4 Million

Others Institutions Holding TLTD

# of Institutions

Shares Held

5.83M

Call Options Held

Put Options Held

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

View Full List

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