Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 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 $229,179. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,711
Previous 9,711
-0.0%
Holding current value
$229,179
Previous $234 Million
3.49%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
65Shares Held
28.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$321 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.43MShares$152 Million1.94% of portfolio
-
Wealth Architects, LLC2.52MShares$59.4 Million7.07% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$51 Million2.12% of portfolio
-
Lake Point Wealth Management537KShares$12.7 Million7.7% of portfolio