Simplicity Wealth,Llc Flexshares Tr Disciplined Dura Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Simplicity Wealth,Llc holds 17,345 shares of MBSD stock, worth $350,195. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,345Holding current value
$350,195% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding MBSD
# of Institutions
30Shares Held
1.9MCall Options Held
0Put Options Held
0-
Boltwood Capital Management417KShares$8.42 Million2.6% of portfolio
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Creative One Wealth, LLC Overland Park, KS296KShares$5.98 Million0.23% of portfolio
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Cottonwood Capital Advisors, LLC285KShares$5.76 Million4.69% of portfolio
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Trivant Custom Portfolio Group, LLC San Diego, CA285KShares$5.75 Million3.45% of portfolio
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Morgan Stanley New York, NY143KShares$2.89 Million0.0% of portfolio