Trace Wealth Advisors, LLC Flexshares Morningstar Dev Mkt Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 2025
A detailed history of Trace Wealth Advisors, LLC transactions in Flexshares Morningstar Dev Mkt stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 13,732 shares of TLTD stock, worth $1.24 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
13,732
Previous 13,732
-0.0%
Holding current value
$1.24 Million
Previous $1.15 Billion
6.32%
% of portfolio
0.91%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding TLTD
# of Institutions
71Shares Held
5.86MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.9MShares$351 Million0.05% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL461KShares$41.5 Million2.22% of portfolio
-
Envestnet Asset Management Inc422KShares$38 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA135KShares$12.2 Million0.04% of portfolio
-
Harbour Trust & Investment Management CO Michigan City, IN132KShares$11.9 Million1.21% of portfolio