Simplicity Wealth,Llc Flexshares Tr Disciplined Dura Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Simplicity Wealth,Llc holds 17,345 shares of MBSD stock, worth $357,133. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,345

Holding current value

$357,133

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$20.12 - $21.11 $348,981 - $366,152	17,345 New	17,345 $363,000

Others Institutions Holding MBSD

# of Institutions

Shares Held

1.9M

Call Options Held

Put Options Held

Boltwood Capital Management

417K
Shares

$8.59 Million
2.6% of portfolio
Creative One Wealth, LLC Overland Park, KS

296K
Shares

$6.1 Million
0.23% of portfolio
Cottonwood Capital Advisors, LLC

285K
Shares

$5.88 Million
4.69% of portfolio
Trivant Custom Portfolio Group, LLC San Diego, CA

285K
Shares

$5.86 Million
3.45% of portfolio
Morgan Stanley New York, NY

143K
Shares

$2.94 Million
0.0% of portfolio

View Full List

About FLEXSHARES TR DISCIPLINED DURA

Ticker MBSD
Sector ETFs
Industry ETFs

More about MBSD

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Simplicity Wealth,Llc Flexshares Tr Disciplined Dura Transaction History