Charles Schwab Investment Advisory, Inc. Flexshares Tr Disciplined Dura Call Options Transaction History

Charles Schwab Investment Advisory, Inc.

$0
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MBSD

# of Institutions

29

Shares Held

1.83M

Call Options Held

0

Put Options Held

0

Boltwood Capital Management

417K
Shares

$8.52 Million
2.6% of portfolio
Creative One Wealth, LLC Overland Park, KS

296K
Shares

$6.05 Million
0.23% of portfolio
Cottonwood Capital Advisors, LLC

285K
Shares

$5.83 Million
4.69% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

285K
Shares

$5.81 Million
3.45% of portfolio
Morgan Stanley New York, NY

143K
Shares

$2.92 Million
0.0% of portfolio

About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
Sector ETFs
Industry ETFs

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