Raymond James Financial
TLTD icon

Raymond James Financial’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Raymond James Financial’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$771K Buy
8,207
+805
+11% +$78.1K ﹤0.01% 4051
2025
Q4 		$686K Buy
7,402
+340
+5% +$30.7K ﹤0.01% 4040
2025
Q3 		$627K Hold
7,062
– – ﹤0.01% 3986
2025
Q2 		$589K Sell
7,062
-5,878
-45% -$462K ﹤0.01% 3914
2025
Q1 		$968K Sell
12,940
-3,543
-21% -$259K ﹤0.01% 3519
2024
Q4 		$1.14M Buy
+16,483
New +$1.18M ﹤0.01% 3366

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HTIM
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Commonwealth Equity Services
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MML Investors Services
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CNBT
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return