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Flexshares Tr int qltdvdynam shares owned by Herold Advisors

Quarter-by-quarter ownership of Flexshares Tr int qltdvdynam (IQDY) shares owned by Herold Advisors from 13F filings

Historical chart of Herold Advisors investment in Flexshares Tr int qltdvdynam

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr int qltdvdynam held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr int qltdvdynam by Herold Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $450k 16k 27.90
2023-09-30 $338k 14k 25.11
2022-03-31 $57k 2.0k 28.62
2021-09-30 $59k 2.0k 29.50

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View all positions for Herold Advisors

Top funds holding Flexshares Tr int qltdvdynam

Jane Street
UBS Group
H D Vest Advisory Services
Bank of America Corporation
Citadel Advisors
Western Wealth Management
Centaurus Financial
Money Concepts Capital Corp
Bank Of Montreal
Herold Advisors
Capital Advisors
Arete Wealth Advisors
Flow Traders US
SFI Advisors
Southland Equity Partners

View all funds holding Flexshares Tr int qltdvdynam