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Flexshares Tr shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Flexshares Tr (NFRA) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $263k 4.9k 53.67

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Visa Com Cl A (V)
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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Flexshares Tr

Alaska Permanent Capital Management
APCM Wealth Management for Individuals
Jane Street
WCG Wealth Advisors
Wealth Enhancement Advisory Services
NBT Bank
Austin Wealth Management
Boltwood Capital Management
Stephenson National Bank & Trust
Wealth Architects
CX Institutional
Money Design
HPM Partners
Brio Consultants
Missouri Trust & Investment

View all funds holding Flexshares Tr