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FLEXSHARES TR MORNSTAR usmkt shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in FLEXSHARES TR MORNSTAR usmkt

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All positions including FLEXSHARES TR MORNSTAR usmkt held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $35M 192k 182.48
2023-09-30 $31M 193k 162.88
2023-06-30 $31M 185k 168.57
2022-06-30 $17k 100 170.00
2022-03-31 $17k 100 170.00

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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Captrust Financial Advisors
SageView Advisory Group
Commonwealth Equity Services
Efficient Advisors
RVW Wealth
Royal Bank of Canada
Strategic Blueprint
Cambridge Investment Research Advisors
Wealthstream Advisors
Wells Fargo & Company
Ballentine Capital Advisors
UBS Group
Goldstein Advisors
CI Private Wealth
Amg National Trust Bank

View all funds holding FLEXSHARES TR MORNSTAR usmkt