Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,711 shares of TDTF stock, worth $228,596. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,711
Previous 9,711
-0.0%
Holding current value
$228,596
Previous $230 Million
1.06%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
68Shares Held
26.8MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.8MShares$349 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.15MShares$97.8 Million1.35% of portfolio
-
Wealth Architects, LLC2.19MShares$51.5 Million7.01% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.02MShares$47.6 Million2.23% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio