Sonoma Private Wealth LLC Flexshares Morningstar Dev Mkt Transaction History
Sonoma Private Wealth LLC
- $61.9 Billion
- Q4 2024
A detailed history of Sonoma Private Wealth LLC transactions in Flexshares Morningstar Dev Mkt stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,907 shares of TLTD stock, worth $225,379. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,907
Previous 2,792
4.12%
Holding current value
$225,379
Previous $209 Million
4.36%
% of portfolio
0.32%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding TLTD
# of Institutions
72Shares Held
5.88MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.8MShares$295 Million0.04% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL467KShares$36.2 Million1.99% of portfolio
-
Envestnet Asset Management Inc349KShares$27.1 Million0.01% of portfolio
-
Flow Traders U.S. LLC New York, NY188KShares$14.6 Million0.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA154KShares$11.9 Million0.46% of portfolio