Wealthcare Advisory Partners »

Flexshares Tr fund shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flexshares Tr fund by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $260k 1.9k 137.78
2024-09-30 $257k 1.9k 135.85
2024-06-30 $243k 1.9k 128.29
2024-03-31 $239k 1.9k 126.59
2023-12-31 $222k 1.9k 116.03
2023-09-30 $201k 1.9k 105.38
2023-06-30 $206k 1.9k 108.08
2021-03-31 $12k 120 100.00

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)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Wealthcare Advisory Partners

Top funds holding Flexshares Tr fund

Northern Trust
Financial Network Wealth Management
LPL Financial
Interactive Financial Advisors
First United Bank & Trust
Morgan Stanley
Synergy Financial Management
RVW Wealth
Susquehanna International
Roof Eidam & Maycock
Cambridge Investment Research Advisors
Commonwealth Equity Services
Royal Bank of Canada
SGL Investment Advisors
Well Done

View all funds holding Flexshares Tr fund