Archvest Wealth Advisors, Inc. Flexshares Tr Iboxx 5 Yr Targe Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 10,304 shares of TDTF stock, worth $242,040. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,304
Previous 33,617
69.35%
Holding current value
$242,040
Previous $795,000
69.69%
% of portfolio
0.16%
Previous 0.56%
Shares
11 transactions
Others Institutions Holding TDTF
# of Institutions
64Shares Held
26.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.1MShares$330 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$99.6 Million1.28% of portfolio
-
Wealth Architects, LLC2.41MShares$56.7 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.08MShares$49 Million2.16% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio