Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
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 $232,092. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,711
Previous 9,711
-0.0%
Holding current value
$232,092
Previous $230 Million
1.06%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
64Shares Held
26.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.1MShares$336 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.15MShares$99.3 Million1.35% of portfolio
-
Wealth Architects, LLC2.28MShares$54.4 Million6.72% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.08MShares$49.8 Million2.16% of portfolio
-
Lake Point Wealth Management537KShares$12.8 Million7.7% of portfolio