Simplicity Wealth,Llc Flexshares Tr Disciplined Dura Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Simplicity Wealth,Llc holds 36,008 shares of MBSD stock, worth $742,484. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,008
Previous 17,734 103.04%
Holding current value
$742,484
Previous $366,000 103.55%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$20.29 - $20.82 $370,779 - $380,464
18,274 Added 103.04%
36,008 $745,000
Q1 2025

Apr 14, 2025
BUY
$20.03 - $20.68 $355,212 - $366,739
17,734 New
17,734 $366,000
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
30
Shares Held
2.78M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES TR DISCIPLINED DURA

MBSD Quotes by TradingView
  • Ticker MBSD
  • Sector ETFs
  • Industry ETFs
More about MBSD
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