Birchcreek Wealth Management, LLC Flexshares Tr Disciplined Dura Transaction History

Birchcreek Wealth Management, LLC

$152 Million
Q3 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

30

Shares Held

1.9M

Call Options Held

0

Put Options Held

0

Boltwood Capital Management

417K
Shares

$8.45 Million
2.6% of portfolio
Creative One Wealth, LLC Overland Park, KS

296K
Shares

$6 Million
0.23% of portfolio
Cottonwood Capital Advisors, LLC

285K
Shares

$5.78 Million
4.69% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

285K
Shares

$5.77 Million
3.45% of portfolio
Morgan Stanley New York, NY

143K
Shares

$2.89 Million
0.0% of portfolio

About FLEXSHARES TR DISCIPLINED DURA

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