Clearstead Advisors, LLC Flexshares Tr Disciplined Dura Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding MBSD
# of Institutions
30Shares Held
2.88MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL834KShares$17.4 Million0.0% of portfolio
-
Cottonwood Capital Advisors, LLC349KShares$7.28 Million5.26% of portfolio
-
Boltwood Capital Management335KShares$6.99 Million1.88% of portfolio
-
Creative One Wealth, LLC Overland Park, KS299KShares$6.23 Million0.18% of portfolio
-
Morgan Stanley New York, NY272KShares$5.67 Million0.0% of portfolio