Delos Wealth Advisors, LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History
Delos Wealth Advisors, LLC
- $111 Million
- Q3 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 178,162 shares of TDTT stock, worth $4.23 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
178,162
Previous 159,059
12.01%
Holding current value
$4.23 Million
Previous $3.75 Million
14.18%
% of portfolio
3.87%
Previous 3.74%
Shares
11 transactions
Others Institutions Holding TDTT
# of Institutions
105Shares Held
69.2MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL58.9MShares$1.4 Billion0.24% of portfolio
-
Bell Investment Advisors, Inc Oakland, CA1.76MShares$41.8 Million7.8% of portfolio
-
West Paces Advisors Inc. Atlanta, GA1.12MShares$26.6 Million6.59% of portfolio
-
Envestnet Asset Management Inc827KShares$19.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY713KShares$17 Million0.0% of portfolio