Creative One Wealth, LLC Flexshares Tr Disciplined Dura Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 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 296,195 shares of MBSD stock, worth $6.05 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
296,195
Previous 71,446
314.57%
Holding current value
$6.05 Million
Previous $1.45 Million
328.85%
% of portfolio
0.23%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding MBSD
# of Institutions
29Shares Held
1.83MCall Options Held
0Put Options Held
0-
Boltwood Capital Management417KShares$8.52 Million2.6% of portfolio
-
Cottonwood Capital Advisors, LLC285KShares$5.83 Million4.69% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA285KShares$5.81 Million3.45% of portfolio
-
Morgan Stanley New York, NY143KShares$2.92 Million0.0% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX63.9KShares$1.3 Million0.19% of portfolio