Delos Wealth Advisors, LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History
Delos Wealth Advisors, LLC
- $116 Million
- Q4 2024
A detailed history of Delos Wealth Advisors, LLC transactions in Flexshares Tr Iboxx 3 Yr Targe stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 194,658 shares of TDTT stock, worth $4.66 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
194,658
Previous 178,162
9.26%
Holding current value
$4.66 Million
Previous $4.28 Million
7.17%
% of portfolio
3.96%
Previous 3.87%
Shares
12 transactions
Others Institutions Holding TDTT
# of Institutions
114Shares Held
79.7MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL68.5MShares$1.64 Billion0.23% of portfolio
-
Bell Investment Advisors, Inc Oakland, CA1.77MShares$42.4 Million7.83% of portfolio
-
West Paces Advisors Inc. Atlanta, GA1.13MShares$27 Million6.49% of portfolio
-
Envestnet Asset Management Inc993KShares$23.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY750KShares$18 Million0.0% of portfolio