Flexshares Tr m star dev mkt shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of Flexshares Tr m star dev mkt (TLTD) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth investment in Flexshares Tr m star dev mkt
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr m star dev mkt held by Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Flexshares Tr m star dev mkt by Sonoma Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $228k | 2.7k | 83.46 |
| 2025-03-31 | $205k | 2.7k | 74.81 |
| 2024-12-31 | $200k | 2.9k | 68.89 |
| 2024-09-30 | $209k | 2.8k | 75.00 |
| 2024-03-31 | $209k | 2.9k | 71.66 |
| 2023-12-31 | $216k | 3.2k | 68.29 |