L.M. Kohn & Company Flexshares Tr Iboxx 5 Yr Targe Transaction History
L.M. Kohn & Company
- $373 Million
- Q1 2025
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 22,965 shares of TDTF stock, worth $551,160. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,965
Previous 23,018
0.23%
Holding current value
$551,160
Previous $535,000
3.93%
% of portfolio
0.15%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding TDTF
# of Institutions
70Shares Held
29.2MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14MShares$335 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN6.95MShares$167 Million2.2% of portfolio
-
Wealth Architects, LLC2.52MShares$60.4 Million7.07% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.2MShares$52.7 Million2.05% of portfolio
-
Lake Point Wealth Management537KShares$12.9 Million7.7% of portfolio