Trivant Custom Portfolio Group, LLC Flexshares Tr Disciplined Dura Transaction History
Trivant Custom Portfolio Group, LLC
- $157 Billion
- Q1 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 259,121 shares of MBSD stock, worth $5.28 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
259,121
Previous 234,758
10.38%
Holding current value
$5.28 Million
Previous $4.83 Billion
9.38%
% of portfolio
3.36%
Previous 3.22%
Shares
5 transactions
Others Institutions Holding MBSD
# of Institutions
25Shares Held
1.38MCall Options Held
0Put Options Held
0-
Boltwood Capital Management437KShares$8.89 Million2.78% of portfolio
-
Cottonwood Capital Advisors, LLC207KShares$4.21 Million3.37% of portfolio
-
Jane Street Group, LLC New York, NY122KShares$2.48 Million0.0% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX103KShares$2.09 Million0.37% of portfolio
-
Creative One Wealth, LLC Overland Park, KS65.6KShares$1.34 Million0.05% of portfolio