Sonoma Private Wealth LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding TDTT
# of Institutions
111Shares Held
70.3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL59.7MShares$1.41 Billion0.24% of portfolio
-
Bell Investment Advisors, Inc Oakland, CA1.71MShares$40.6 Million7.96% of portfolio
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West Paces Advisors Inc. Atlanta, GA1.12MShares$26.5 Million6.59% of portfolio
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Envestnet Asset Management Inc834KShares$19.8 Million0.01% of portfolio
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Morgan Stanley New York, NY755KShares$17.9 Million0.0% of portfolio