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 $12.8 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
537,111
Previous 550,638
2.46%
Holding current value
$12.8 Million
Previous $14.9 Million
9.26%
% of portfolio
7.7%
Previous 6.91%
Shares
3 transactions
Others Institutions Holding TDTF
# of Institutions
64Shares Held
26.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.1MShares$335 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.15MShares$99.1 Million1.35% of portfolio
-
Wealth Architects, LLC2.28MShares$54.3 Million6.72% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.08MShares$49.7 Million2.16% of portfolio
-
Ubs Group Ag401KShares$9.56 Million0.0% of portfolio