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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

Top funds holding Flexshares Tr real asst idx

TD Waterhouse Canada
Bank of America Corporation
Strid
Jane Street
Kestra Advisory Services
Citadel Advisors
Wealthcare Advisory Partners
Royal Bank of Canada
Cheryl Verrill
Bank Of Montreal
Advisor Group Holdings
Wells Fargo & Company

View all funds holding Flexshares Tr real asst idx