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FLEXSHARES TR MORNSTAR usmkt shares owned by Valeo Financial Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $261k 1.1k 248.70

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Top funds holding FLEXSHARES TR MORNSTAR usmkt

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

View all funds holding FLEXSHARES TR MORNSTAR usmkt