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FLEXSHARES TR MORNSTAR usmkt shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in FLEXSHARES TR MORNSTAR usmkt

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

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 6.6k 215.97
2024-09-30 $2.8M 13k 212.84

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View all positions for Sontag Advisory

Top funds holding FLEXSHARES TR MORNSTAR usmkt

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

View all funds holding FLEXSHARES TR MORNSTAR usmkt