Lake Point Wealth Management Flexshares Tr Iboxx 5 Yr Targe Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Lake Point Wealth Management holds 537,111 shares of TDTF stock, worth $12.7 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
537,111
Previous 550,638
2.46%
Holding current value
$12.7 Million
Previous $14.9 Million
9.26%
% of portfolio
7.7%
Previous 6.91%
Shares
3 transactions
Others Institutions Holding TDTF
# of Institutions
61Shares Held
25.9MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$322 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$100 Million1.28% of portfolio
-
Wealth Architects, LLC2.41MShares$57 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$51 Million2.12% of portfolio
-
Flow Traders U.S. LLC New York, NY356KShares$8.42 Million0.44% of portfolio