Ae Wealth Management LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,922 shares of TDTF stock, worth $45,743. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,922
Previous 2,383
19.35%
Holding current value
$45,743
Previous $55,000
16.36%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding TDTF
# of Institutions
72Shares Held
32MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL15.2MShares$363 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.95MShares$166 Million2.2% of portfolio
-
Wealth Architects, LLC2.56MShares$60.9 Million7.33% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.49MShares$59.1 Million2.25% of portfolio
-
Cheviot Value Management, LLC874KShares$20.8 Million2.59% of portfolio