Advocacy Wealth Management Services, LLC Flexshares Tr Disciplined Dura Call Options Transaction History

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MBSD

# of Institutions

30

Shares Held

1.9M

Call Options Held

0

Put Options Held

0

Boltwood Capital Management

417K
Shares

$8.45 Million
2.6% of portfolio
Creative One Wealth, LLC Overland Park, KS

296K
Shares

$6 Million
0.23% of portfolio
Cottonwood Capital Advisors, LLC

285K
Shares

$5.78 Million
4.69% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

285K
Shares

$5.77 Million
3.45% of portfolio
Morgan Stanley New York, NY

143K
Shares

$2.89 Million
0.0% of portfolio

About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
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