L.M. Kohn & Company Flexshares Tr Iboxx 5 Yr Targe Transaction History
L.M. Kohn & Company
- $353 Million
- Q1 2024
A detailed history of L.M. Kohn & Company transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, L.M. Kohn & Company holds 20,271 shares of TDTF stock, worth $474,746. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,271
Previous 12,541
61.64%
Holding current value
$474,746
Previous $296,000
61.82%
% of portfolio
0.14%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding TDTF
# of Institutions
66Shares Held
26.8MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.8MShares$347 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.2MShares$98.5 Million1.42% of portfolio
-
Wealth Architects, LLC2.19MShares$51.3 Million7.01% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.02MShares$47.3 Million2.23% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio