Atlantic Private Wealth, LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History

Atlantic Private Wealth, LLC

$122 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$23.48 - $23.77 $45,786 - $46,351	1,950 New	1,950 $46,000

Others Institutions Holding TDTT

# of Institutions

111

Shares Held

70.3M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

59.7M
Shares

$1.41 Billion
0.24% of portfolio
Bell Investment Advisors, Inc Oakland, CA

1.71M
Shares

$40.6 Million
7.96% of portfolio
West Paces Advisors Inc. Atlanta, GA

1.12M
Shares

$26.5 Million
6.59% of portfolio
Envestnet Asset Management Inc

834K
Shares

$19.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

755K
Shares

$17.9 Million
0.0% of portfolio

About FLEXSHARES TR IBOXX 3 YR TARGE

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