Cary Street Partners Investment Advisory LLC Flexshares Tr Disciplined Dura Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$19.76 - $20.74 $256 - $269	13 New	13 $0

Others Institutions Holding MBSD

# of Institutions

Shares Held

3.07M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

986K
Shares

$20.4 Million
0.0% of portfolio
Boltwood Capital Management

389K
Shares

$8.05 Million
2.47% of portfolio
Cottonwood Capital Advisors, LLC

331K
Shares

$6.84 Million
5.42% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

309K
Shares

$6.4 Million
3.67% of portfolio
Creative One Wealth, LLC Overland Park, KS

292K
Shares

$6.03 Million
0.2% of portfolio

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About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
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