Delos Wealth Advisors, LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History
Delos Wealth Advisors, LLC
- $85.8 Million
- Q1 2024
A detailed history of Delos Wealth Advisors, LLC transactions in Flexshares Tr Iboxx 3 Yr Targe stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 151,933 shares of TDTT stock, worth $3.58 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
151,933
Previous 137,957
10.13%
Holding current value
$3.58 Million
Previous $3.26 Million
10.74%
% of portfolio
4.2%
Previous 4.75%
Shares
9 transactions
Others Institutions Holding TDTT
# of Institutions
102Shares Held
72.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL62MShares$1.46 Billion0.26% of portfolio
-
Bell Investment Advisors, Inc Oakland, CA1.7MShares$40 Million7.9% of portfolio
-
West Paces Advisors Inc. Atlanta, GA1.11MShares$26.1 Million6.92% of portfolio
-
Envestnet Asset Management Inc808KShares$19.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY719KShares$17 Million0.0% of portfolio