Continuum Advisory, LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding TDTF
# of Institutions
65Shares Held
28.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$320 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.43MShares$151 Million1.94% of portfolio
-
Wealth Architects, LLC2.52MShares$59.2 Million7.07% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$50.8 Million2.12% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio