Total Wealth Planning, LLC Flexshares Tr Morningstar Glob Transaction History
Total Wealth Planning, LLC
- $556 Million
- Q1 2024
A detailed history of Total Wealth Planning, LLC transactions in Flexshares Tr Morningstar Glob stock. As of the latest transaction made, Total Wealth Planning, LLC holds 6,628 shares of GUNR stock, worth $268,168. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,628
Previous 6,618
0.15%
Holding current value
$268,168
Previous $271,000
0.37%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding GUNR
# of Institutions
285Shares Held
146MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL108MShares$4.36 Billion0.78% of portfolio
-
Evoke Wealth, LLC3.43MShares$139 Million4.2% of portfolio
-
Valmark Advisers, Inc.3.06MShares$124 Million2.2% of portfolio
-
Bessemer Group Inc Woodbridge, NJ2.59MShares$105 Million0.19% of portfolio
-
1832 Asset Management L.P. Toronto, A62.28MShares$92.3 Million0.18% of portfolio