Carolinas Wealth Consulting LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 113 shares of TDTF stock, worth $2,647. This represents 0.0% of its overall portfolio holdings.
Number of Shares
113
Previous 113
-0.0%
Holding current value
$2,647
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TDTF
# of Institutions
61Shares Held
26.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$319 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.4MShares$103 Million1.25% of portfolio
-
Wealth Architects, LLC2.41MShares$56.5 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$50.6 Million2.12% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio