Cambridge Investment Research Advisors, Inc. Flexshares Tr Disciplined Dura Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$20.79 - $21.92 $359,999 - $379,566	-17,316 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$21.87 - $23.12 $247,568 - $261,718	-11,320 Reduced 39.53%	17,316 $381,000
Q4 2021 Feb 03, 2022	BUY	$23.13 - $23.51 $662,350 - $673,232	28,636 New	28,636 $663,000

Others Institutions Holding MBSD

# of Institutions

Shares Held

1.9M

Call Options Held

Put Options Held

Boltwood Capital Management

417K
Shares

$8.42 Million
2.6% of portfolio
Creative One Wealth, LLC Overland Park, KS

296K
Shares

$5.98 Million
0.23% of portfolio
Cottonwood Capital Advisors, LLC

285K
Shares

$5.76 Million
4.69% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

285K
Shares

$5.75 Million
3.45% of portfolio
Morgan Stanley New York, NY

143K
Shares

$2.89 Million
0.0% of portfolio

View Full List

About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
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