International Assets Investment Management, LLC Flexshares Tr Disciplined Dura Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$19.9 - $20.42 $3,303 - $3,389	166 New	166 $3.37 Million

Others Institutions Holding MBSD

# of Institutions

Shares Held

1.9M

Call Options Held

Put Options Held

Boltwood Capital Management

417K
Shares

$8.52 Million
2.6% of portfolio
Creative One Wealth, LLC Overland Park, KS

296K
Shares

$6.05 Million
0.23% 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

143K
Shares

$2.92 Million
0.0% of portfolio

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About FLEXSHARES TR DISCIPLINED DURA

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