L.M. Kohn & Company Flexshares Tr Iboxx 5 Yr Targe Transaction History
L.M. Kohn & Company
- $390 Million
- Q3 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 20,997 shares of TDTF stock, worth $492,589. This represents 0.13% of its overall portfolio holdings.
Number of Shares
20,997
Previous 20,891
0.51%
Holding current value
$492,589
Previous $488,000
3.69%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding TDTF
# of Institutions
61Shares Held
25.9MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$319 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$99.5 Million1.28% of portfolio
-
Wealth Architects, LLC2.41MShares$56.6 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$50.7 Million2.12% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio