Baystate Wealth Management LLC Flexshares Tr Disciplined Dura Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding MBSD
# of Institutions
31Shares Held
3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL986KShares$20.4 Million0.0% of portfolio
-
Boltwood Capital Management389KShares$8.04 Million2.47% of portfolio
-
Cottonwood Capital Advisors, LLC298KShares$6.15 Million4.64% of portfolio
-
Creative One Wealth, LLC Overland Park, KS292KShares$6.02 Million0.2% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA264KShares$5.45 Million3.12% of portfolio