Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 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 $226,363. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,711
Previous 9,711
-0.0%
Holding current value
$226,363
Previous $227 Million
2.99%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
61Shares Held
25.9MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$317 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$98.8 Million1.28% of portfolio
-
Wealth Architects, LLC2.41MShares$56.2 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$50.3 Million2.12% of portfolio
-
Lake Point Wealth Management537KShares$12.5 Million7.7% of portfolio