Trivant Custom Portfolio Group, LLC Flexshares Tr Disciplined Dura Transaction History
Trivant Custom Portfolio Group, LLC
- $173 Billion
- Q3 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 284,740 shares of MBSD stock, worth $5.82 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
284,740
Previous 287,338
0.9%
Holding current value
$5.82 Million
Previous $5.83 Billion
2.48%
% of portfolio
3.45%
Previous 3.58%
Shares
7 transactions
Others Institutions Holding MBSD
# of Institutions
28Shares Held
1.5MCall Options Held
0Put Options Held
0-
Boltwood Capital Management417KShares$8.52 Million2.6% of portfolio
-
Cottonwood Capital Advisors, LLC285KShares$5.83 Million4.69% of portfolio
-
Morgan Stanley New York, NY106KShares$2.17 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS71.4KShares$1.46 Million0.07% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX65KShares$1.33 Million0.2% of portfolio