J.W. Cole Advisors, Inc. Flexshares Tr Iboxx 5 Yr Targe Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
64Shares Held
26.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.1MShares$339 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.15MShares$100 Million1.35% of portfolio
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Wealth Architects, LLC2.28MShares$54.9 Million6.72% of portfolio
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Capital Analysts, LLC Fort Washington, PA2.08MShares$50.3 Million2.16% of portfolio
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Lake Point Wealth Management537KShares$13 Million7.7% of portfolio