Sonoma Private Wealth LLC Flexshares Morningstar Dev Mkt Transaction History

Sonoma Private Wealth LLC

  • $72.1 Billion
  • Q1 2025

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 2,733 shares of TLTD stock, worth $234,108. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,733
Previous 2,907 5.99%
Holding current value
$234,108
Previous $200 Million 2.1%
% of portfolio
0.28%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$67.85 - $77.32 $11,805 - $13,453
-174 Reduced 5.99%
2,733 $204 Million
Q4 2024

Feb 06, 2025
BUY
$68.55 - $74.48 $7,883 - $8,565
115 Added 4.12%
2,907 $200 Million
Q3 2024

Oct 17, 2024
BUY
$67.66 - $75.54 $188,906 - $210,907
2,792 New
2,792 $209 Million
Q1 2024

May 09, 2024
SELL
$65.95 - $71.7 $16,949 - $18,426
-257 Reduced 8.12%
2,909 $208 Million
Q4 2023

Feb 12, 2024
BUY
$59.47 - $68.4 $188,282 - $216,554
3,166 New
3,166 $216 Million

Others Institutions Holding TLTD

# of Institutions
72
Shares Held
5.83M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES MORNINGSTAR DEV MKT

TLTD Quotes by TradingView
  • Ticker TLTD
  • Sector ETFs
  • Industry ETFs
More about TLTD
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