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
61Shares Held
25.9MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$317 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$98.8 Million1.28% of portfolio
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Wealth Architects, LLC2.41MShares$56.2 Million6.86% of portfolio
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Capital Analysts, LLC Fort Washington, PA2.16MShares$50.3 Million2.12% of portfolio
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Lake Point Wealth Management537KShares$12.5 Million7.7% of portfolio