Clearstead Advisors, LLC Flexshares Tr Disciplined Dura Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$21.87 - $23.12 $21,060 - $22,264	-963 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$24.11 - $24.24 $23,217 - $23,343	963 New	963 $23,000

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

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