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Flexshares Tr hig yld vl etf shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Flexshares Tr hig yld vl etf

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All positions including Flexshares Tr hig yld vl etf held by Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $624k 15k 41.20
2025-06-30 $615k 15k 41.03
2025-03-31 $541k 13k 40.38

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Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Morgan Stanley
Envestnet Portfolio Solutions
Boltwood Capital Management
Mml Investors Services
Wright Fund Managment
United Bank
Financial Network Wealth Management
Pinnacle Financial Partners
LPL Financial
Polar Securities
Horizon Bancorp
Commonwealth Equity Services
Park National Corp

View all funds holding Flexshares Tr hig yld vl etf