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Flexshares Tr hig yld vl etf shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Flexshares Tr hig yld vl etf (HYGV) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Flexshares Tr hig yld vl etf

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All positions including Flexshares Tr hig yld vl etf held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr hig yld vl etf by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $181k 4.3k 41.67
2024-06-30 $180k 4.5k 40.40
2024-03-31 $1.3k 32 41.13

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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
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Meta Platforms Cl A (META)
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Select Sector Spdr Tr Financial (XLF)
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Costco Wholesale Corporation (COST)

View all positions for Spire Wealth Management

Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Kensington Asset Management
Envestnet Portfolio Solutions
Morgan Stanley
Boltwood Capital Management
United Bank
Bank of America Corporation
Mml Investors Services
AE Wealth Management
Wright Fund Managment
REDW Stanley Financial Advisors
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cedar Wealth Management

View all funds holding Flexshares Tr hig yld vl etf