Birchcreek Wealth Management, LLC Flexshares Tr Disciplined Dura Transaction History

Birchcreek Wealth Management, LLC

$159 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$20.18 - $20.6 $296,767 - $302,943	14,706 New	14,706 $299,000

Others Institutions Holding MBSD

# of Institutions

31

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

986K
Shares

$20.2 Million
0.0% of portfolio
Boltwood Capital Management

412K
Shares

$8.44 Million
2.55% of portfolio
Cottonwood Capital Advisors, LLC

298K
Shares

$6.11 Million
4.64% of portfolio
Creative One Wealth, LLC Overland Park, KS

292K
Shares

$5.98 Million
0.2% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

264K
Shares

$5.41 Million
3.12% of portfolio

About FLEXSHARES TR DISCIPLINED DURA

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