Sonoma Private Wealth LLC Flexshares Stoxx Global Broad Transaction History

Sonoma Private Wealth LLC

$64.2 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$44.53 - $52.52 $332,728 - $392,429	7,472 New	7,472 $377 Million

Others Institutions Holding NFRA

# of Institutions

110

Shares Held

37.3M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

30.9M
Shares

$1.81 Billion
0.31% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

2.03M
Shares

$119 Million
7.45% of portfolio
Alaska Permanent Capital Management

1.18M
Shares

$69 Million
5.56% of portfolio
Apcm Wealth Management For Individuals

693K
Shares

$40.6 Million
6.21% of portfolio
Camden Capital, LLC

271K
Shares

$15.9 Million
1.8% of portfolio

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