Boltwood Capital Management Flexshares Tr Disciplined Dura Transaction History
Boltwood Capital Management
- $319 Million
- Q2 2024
A detailed history of Boltwood Capital Management transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Boltwood Capital Management holds 436,685 shares of MBSD stock, worth $9.15 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
436,685
Previous 441,413
1.07%
Holding current value
$9.15 Million
Previous $9 Million
1.5%
% of portfolio
2.78%
Previous 2.8%
Shares
16 transactions
Others Institutions Holding MBSD
# of Institutions
25Shares Held
1.39MCall Options Held
0Put Options Held
0-
Trivant Custom Portfolio Group, LLC San Diego, CA287KShares$6.02 Million3.58% of portfolio
-
Cottonwood Capital Advisors, LLC224KShares$4.7 Million3.78% of portfolio
-
Morgan Stanley New York, NY106KShares$2.22 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS71.4KShares$1.5 Million0.07% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX65KShares$1.36 Million0.2% of portfolio