Wealth Enhancement Advisory Services, LLC Flexshares Tr Disciplined Dura Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 83,479 shares of MBSD stock, worth $1.72 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
83,479
Previous 45,502
83.46%
Holding current value
$1.72 Million
Previous $920,000
83.59%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MBSD
# of Institutions
31Shares Held
3MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL986KShares$20.4 Million0.0% of portfolio
-
Boltwood Capital Management412KShares$8.5 Million2.55% of portfolio
-
Cottonwood Capital Advisors, LLC298KShares$6.15 Million4.64% of portfolio
-
Creative One Wealth, LLC Overland Park, KS292KShares$6.02 Million0.2% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA264KShares$5.45 Million3.12% of portfolio