Creative One Wealth, LLC Flexshares Tr Disciplined Dura Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
A detailed history of Creative One Wealth, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Creative One Wealth, LLC holds 71,446 shares of MBSD stock, worth $1.49 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
71,446
Previous 65,619
8.88%
Holding current value
$1.49 Million
Previous $1.34 Million
8.38%
% of portfolio
0.07%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding MBSD
# of Institutions
25Shares Held
1.37MCall Options Held
0Put Options Held
0-
Boltwood Capital Management417KShares$8.72 Million2.6% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA285KShares$5.95 Million3.45% of portfolio
-
Cottonwood Capital Advisors, LLC224KShares$4.68 Million3.78% of portfolio
-
Morgan Stanley New York, NY106KShares$2.22 Million0.0% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX65KShares$1.36 Million0.2% of portfolio