Centaurus Financial, Inc. Flexshares Tr Disciplined Dura Transaction History

Centaurus Financial, Inc.

$1.44 Billion
Q3 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

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

Ticker MBSD
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