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FLEXSHARES TR MORNSTAR usmkt shares owned by Curio Wealth

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Curio Wealth from 13F filings

Historical chart of Curio Wealth investment in FLEXSHARES TR MORNSTAR usmkt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $81k 335 242.29
2025-06-30 $75k 335 224.01
2025-03-31 $85k 1 85086.00
2024-12-31 $85k 394 215.95

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Top funds holding FLEXSHARES TR MORNSTAR usmkt

Northern Trust
Capstone Financial Advisors
Morgan Stanley
Envestnet Asset Management
Commonwealth Equity Services
RVW Wealth
Sageworth Trust Company
SageView Advisory Group
Mml Investors Services
LPL Financial
Cetera Investment Advisers
_Sentinel Trust Company, LBA______________
Trace Wealth Advisors
Wealthstream Advisors
Cambridge Investment Research Advisors

View all funds holding FLEXSHARES TR MORNSTAR usmkt