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FLEXSHARES TR MORNSTAR usmkt shares owned by Trifecta Capital Advisors

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

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

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All positions including FLEXSHARES TR MORNSTAR usmkt held by Trifecta 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $175k 823 212.84
2024-06-30 $165k 823 199.85

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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