Ever Source Wealth Advisors, LLC Flexshares Tr Disciplined Dura Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 579 shares of MBSD stock, worth $12,072. This represents 0.0% of its overall portfolio holdings.

Number of Shares
579
Previous 583 0.69%
Holding current value
$12,072
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$20.29 - $20.82 $81 - $83
-4 Reduced 0.69%
579 $11,000
Q1 2025

May 13, 2025
SELL
$20.03 - $20.68 $12,358 - $12,759
-617 Reduced 51.42%
583 $12,000
Q4 2024

Feb 07, 2025
SELL
$20.17 - $20.98 $20 - $20
-1 Reduced 0.08%
1,200 $24,000
Q3 2024

Nov 08, 2024
SELL
$20.12 - $21.11 $42,654 - $44,753
-2,120 Reduced 63.84%
1,201 $25,000
Q2 2024

Aug 13, 2024
BUY
$19.9 - $20.42 $66,087 - $67,814
3,321 New
3,321 $67,000

Others Institutions Holding MBSD

# of Institutions
30
Shares Held
2.88M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES TR DISCIPLINED DURA

MBSD Quotes by TradingView
  • Ticker MBSD
  • Sector ETFs
  • Industry ETFs
More about MBSD
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