Lumature Wealth Partners, LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$25.65 - $26.47 $3,924 - $4,049	-153 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$26.16 - $26.65 $4,002 - $4,077	153 New	153 $4,000

Others Institutions Holding TDTT

# of Institutions

110

Shares Held

70.3M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

59.7M
Shares

$1.42 Billion
0.24% of portfolio
Bell Investment Advisors, Inc Oakland, CA

1.71M
Shares

$40.7 Million
7.96% of portfolio
West Paces Advisors Inc. Atlanta, GA

1.12M
Shares

$26.6 Million
6.59% of portfolio
Envestnet Asset Management Inc

827K
Shares

$19.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

755K
Shares

$18 Million
0.0% of portfolio

About FLEXSHARES TR IBOXX 3 YR TARGE

Ticker TDTT
Sector ETFs
Industry ETFs

More about TDTT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.