Flexshares Tr fund shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Flexshares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr fund held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Flexshares Tr fund by Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $215k | 1.6k | 135.85 |
2024-06-30 | $203k | 1.6k | 128.29 |
2024-03-31 | $202k | 1.6k | 126.59 |
2023-06-30 | $539k | 5.0k | 108.08 |