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Get Institutions for : 
Flexshs Morningstar Emerging Mktfactor Tilt Index Fund (TLTE)  
$53.38 0.03 (0.06%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    3
Total shares held : 
 4,451,942  
% of shares held : 
 9.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 137,870  
% of shares held change : 
   0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.78  
Last Quarter's Ending Price : 
 $51.03  
Last Quarter's Average Price : 
 $48.69  
Change from last quarter's     
avg. price to the last closing  : 
4.69 (9.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 31,970
 0.72%
 
Increased Positions :
13
 503,069
 11.3%
 
Unchanged Positions :
6
 2,441
 0.05%
 
Decreased Positions :
10
-74,643
-1.68%
 
Closed Positions :
10
-322,526
-7.24%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Wealthstream Advisors Inc. 49 - 2024-03-31 17,065 $876,000 0
   HANSON MCCLAIN, INC. 1277 - 2024-03-31 1,040 $53,000 0
   Cherry Tree Wealth Management LLC 249 - 2024-03-31 883 $45,000 0
   AllSquare Wealth Management LLC 339 - 2024-03-31 284 $15,000 0
   CNB Bank 482 - 2024-03-31 10 $1,000 0
   Farther Finance Advisors LLC 2892 - 2023-12-31 20 $1,000 0
   PROEQUITIES INC. 9338 - 2024-03-31 0 $0 0
  7 Records found
  1    
  Page 1 of 1
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