Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,711 shares of TDTF stock, worth $236,365. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,711
Previous 9,711
-0.0%
Holding current value
$236,365
Previous $235 Million
0.82%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
70Shares Held
31.8MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL17.2MShares$418 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.73MShares$90.9 Million1.04% of portfolio
-
Wealth Architects, LLC2.7MShares$65.8 Million7.19% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.52MShares$61.2 Million2.02% of portfolio
-
Cheviot Value Management, LLC936KShares$22.8 Million2.68% of portfolio