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Flexshares Tr int qltdvdynam shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth 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 Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 32k 36.64

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Top funds holding Flexshares Tr int qltdvdynam

Northern Trust
LPL Financial
Cetera Investment Advisers
UBS Group
Herold Advisors
RFG Advisory
Asset Allocation Strategies
Flow Traders US
Fifth Third Securities
Centaurus Financial
Stifel Financial
Navis Wealth Advisors
Armis Advisers
Susquehanna International
Commonwealth Equity Services

View all funds holding Flexshares Tr int qltdvdynam