Shared Vision Wealth Group LLC Flexshares Tr Iboxx 5 Yr Targe Call Options Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TDTF
# of Institutions
64Shares Held
26.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL14.1MShares$336 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.15MShares$99.3 Million1.35% of portfolio
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Wealth Architects, LLC2.28MShares$54.4 Million6.72% of portfolio
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Capital Analysts, LLC Fort Washington, PA2.08MShares$49.8 Million2.16% of portfolio
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Lake Point Wealth Management537KShares$12.8 Million7.7% of portfolio