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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

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Quarterly 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