Centaurus Financial, Inc. Flexshares Tr Disciplined Dura Transaction History

Centaurus Financial, Inc.

$1.37 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	$22.85 - $23.2 $15,035 - $15,265	-658 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	$23.01 - $23.39 $15,140 - $15,390	658 New	658 $15,000

Others Institutions Holding MBSD

# of Institutions

25

Shares Held

1.39M

Call Options Held

0

Put Options Held

0

Boltwood Capital Management

437K
Shares

$9.16 Million
2.78% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

287K
Shares

$6.03 Million
3.58% of portfolio
Cottonwood Capital Advisors, LLC

224K
Shares

$4.7 Million
3.78% of portfolio
Morgan Stanley New York, NY

106K
Shares

$2.22 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

71.4K
Shares

$1.5 Million
0.07% of portfolio

About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
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