Ae Wealth Management LLC Flexshares Tr Disciplined Dura Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,396 shares of MBSD stock, worth $29,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,396

Holding current value

$29,106

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$20.81 - $21.02 $29,050 - $29,343	1,396 New	1,396 $29,000

Others Institutions Holding MBSD

# of Institutions

Shares Held

3.12M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

867K
Shares

$18.1 Million
0.0% of portfolio
Cottonwood Capital Advisors, LLC

360K
Shares

$7.51 Million
5.94% of portfolio
Boltwood Capital Management

312K
Shares

$6.5 Million
1.65% of portfolio
Creative One Wealth, LLC Overland Park, KS

294K
Shares

$6.14 Million
0.18% of portfolio
Mgo One Seven LLC Beachwood, OH

287K
Shares

$5.99 Million
0.15% of portfolio

View Full List

About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
Sector ETFs
Industry ETFs

More about MBSD

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Ae Wealth Management LLC Flexshares Tr Disciplined Dura Transaction History