Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
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 $234,423. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,711
Previous 9,711
-0.0%
Holding current value
$234,423
Previous $234 Million
1.41%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding TDTF
# of Institutions
78Shares Held
33.2MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL17.4MShares$420 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.73MShares$90.1 Million1.04% of portfolio
-
Wealth Architects, LLC2.79MShares$67.3 Million7.02% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.72MShares$65.6 Million1.92% of portfolio
-
Cheviot Value Management, LLC1.22MShares$29.4 Million3.19% of portfolio