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Flexshares Tr real asst idx shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Flexshares Tr real asst idx (ASET) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Flexshares Tr real asst idx

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All positions including Flexshares Tr real asst idx held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr real asst idx by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $402k 12k 32.72
2024-06-30 $360k 12k 30.15
2024-03-31 $327k 11k 31.11
2023-12-31 $1.6M 52k 30.66
2023-09-30 $1.6M 58k 28.42
2023-06-30 $1.9M 63k 29.88
2023-03-31 $2.0M 66k 30.25
2022-12-31 $1.4M 46k 29.99

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding Flexshares Tr real asst idx

Kestra Advisory Services
Wealthcare Advisory Partners
Bank of America Corporation
NBT Bank
Envestnet Asset Management
Susquehanna International
Cheryl Verrill
Royal Bank of Canada
Advisor Group Holdings
TD Waterhouse Canada
Morgan Stanley
Wells Fargo & Company

View all funds holding Flexshares Tr real asst idx