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

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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
Creative One Wealth, LLC Overland Park, KS

71.4K
Shares

$1.46 Million
0.07% of portfolio

About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
Sector ETFs
Industry ETFs

More about MBSD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.