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FLEXSHARES TR MORNSTAR usmkt shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in FLEXSHARES TR MORNSTAR usmkt

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All positions including FLEXSHARES TR MORNSTAR usmkt 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 MORNSTAR usmkt by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.5M 11k 144.70

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View all positions for SVA Plumb Wealth Management

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Captrust Financial Advisors
SageView Advisory Group
Commonwealth Equity Services
Efficient Advisors
RVW Wealth
Royal Bank of Canada
Strategic Blueprint
Cambridge Investment Research Advisors
Wealthstream Advisors
Wells Fargo & Company
Ballentine Capital Advisors
UBS Group
Goldstein Advisors
CI Private Wealth
Amg National Trust Bank

View all funds holding FLEXSHARES TR MORNSTAR usmkt