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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$23.48 - $23.77 $328,156 - $332,209
13,976 Added 10.13%
151,933 $3.61 Million
Q4 2023

Feb 06, 2024

SELL
$22.98 - $23.66 $502,067 - $516,923
-21,848 Reduced 13.67%
137,957 $3.26 Million
Q3 2023

Nov 15, 2023

SELL
$23.15 - $23.53 $73,200 - $74,401
-3,162 Reduced 1.94%
159,805 $3.71 Million
Q2 2023

Sep 01, 2023

BUY
$23.5 - $24.18 $976,660 - $1 Million
41,560 Added 34.23%
162,967 $3.83 Million
Q1 2023

May 15, 2023

BUY
$23.43 - $24.17 $1.64 Million - $1.69 Million
69,993 Added 136.14%
121,407 $2.93 Million
Q4 2022

Feb 14, 2023

SELL
$23.48 - $23.95 $2.65 Million - $2.7 Million
-112,881 Reduced 68.71%
51,414 $1.21 Million
Q3 2022

Nov 15, 2022

BUY
$23.62 - $25.35 $138,106 - $148,221
5,847 Added 3.69%
164,295 $3.84 Million
Q2 2022

Aug 15, 2022

BUY
$24.7 - $25.82 $1.59 Million - $1.66 Million
64,332 Added 68.35%
158,448 $3.93 Million
Q1 2022

May 16, 2022

BUY
$25.65 - $26.47 $2.41 Million - $2.49 Million
94,116 New
94,116 $2.44 Million

Others Institutions Holding TDTT

About FLEXSHARES TR IBOXX 3 YR TARGE


  • Ticker TDTT
  • Sector ETFs
  • Industry ETFs
More about TDTT
Track This Portfolio

Track Delos Wealth Advisors, LLC Portfolio

Follow Delos Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delos Wealth Advisors, LLC with notifications on news.