Capital Analysts, LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Capital Analysts, LLC
- $2.49 Billion
- Q4 2024
A detailed history of Capital Analysts, LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Capital Analysts, LLC holds 2,195,217 shares of TDTF stock, worth $53.1 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
2,195,217
Previous 2,159,214
1.67%
Holding current value
$53.1 Million
Previous $52 Million
1.88%
% of portfolio
2.05%
Previous 2.12%
Shares
6 transactions
Others Institutions Holding TDTF
# of Institutions
69Shares Held
29.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14MShares$338 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.95MShares$168 Million2.2% of portfolio
-
Wealth Architects, LLC2.52MShares$60.9 Million7.07% of portfolio
-
Lake Point Wealth Management537KShares$13 Million7.7% of portfolio
-
Ubs Group Ag343KShares$8.29 Million0.0% of portfolio