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FLEXSHARES TR MORNSTAR usmkt shares owned by Ballentine Capital Advisors

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Ballentine Capital Advisors from 13F filings

Historical chart of Ballentine Capital Advisors investment in FLEXSHARES TR MORNSTAR usmkt

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All positions including FLEXSHARES TR MORNSTAR usmkt held by Ballentine Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Ballentine Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 14k 212.83
2024-06-30 $2.9M 15k 199.84
2024-03-31 $2.9M 15k 197.46
2023-12-31 $2.7M 15k 186.16

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Flexshares Tr Mornstar Usmkt (TILT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr National Mun Etf (MUB)

View all positions for Ballentine Capital Advisors

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Northern Trust
Capstone Financial Advisors
SageView Advisory Group
Morgan Stanley
Commonwealth Equity Services
Envestnet Asset Management
RVW Wealth
Efficient Advisors
LPL Financial
_Sentinel Trust Company, LBA______________
Mml Investors Services
Strategic Blueprint
Cambridge Investment Research Advisors
CI Private Wealth
Wealthstream Advisors

View all funds holding FLEXSHARES TR MORNSTAR usmkt