Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,711 shares of TDTF stock, worth $231,898. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,711
Previous 9,711
-0.0%
Holding current value
$231,898
Previous $234 Million
3.49%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
72Shares Held
28.7MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14MShares$333 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.43MShares$154 Million1.94% of portfolio
-
Wealth Architects, LLC2.52MShares$60.1 Million7.07% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.2MShares$52.4 Million2.05% of portfolio
-
Lake Point Wealth Management537KShares$12.8 Million7.7% of portfolio