J.W. Cole Advisors, Inc. Flexshares Tr Iboxx 5 Yr Targe Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
64Shares Held
26.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.1MShares$330 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$99.6 Million1.28% of portfolio
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Wealth Architects, LLC2.41MShares$56.7 Million6.86% of portfolio
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Capital Analysts, LLC Fort Washington, PA2.08MShares$49 Million2.16% of portfolio
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Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio