Creative One Wealth, LLC Flexshares Tr Disciplined Dura Call Options Transaction History

Creative One Wealth, LLC

$1.97 Billion
Q2 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

28

Shares Held

1.5M

Call Options Held

0

Put Options Held

0

Boltwood Capital Management

417K
Shares

$8.52 Million
2.6% 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

$5.82 Million
3.45% of portfolio
Morgan Stanley New York, NY

106K
Shares

$2.17 Million
0.0% of portfolio
Titleist Asset Management, LLC San Antonio, TX

65K
Shares

$1.33 Million
0.2% of portfolio

About FLEXSHARES TR DISCIPLINED DURA

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