Comprehensive Wealth Management »

Flexshares Tr undefind shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Flexshares Tr undefind (LKOR) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Flexshares Tr undefind

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr undefind held by Comprehensive Wealth Management 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 undefind by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 61k 43.46
2025-06-30 $1.6M 37k 42.44
2025-03-31 $1.0M 24k 42.45
2024-12-31 $672k 16k 41.93
2024-09-30 $606k 13k 45.57
2024-06-30 $531k 12k 42.61

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded Lng Dur Oprtun (LGOV)
American Centy Etf Tr Diversifid Crp (KORP)
Select Sector Spdr Tr Technology (XLK)
Guinness Atkinson Fds Smartetfs Asia (ADIV)
Spdr Series Trust Portfli Intrmdit (SPTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Eafe Smcp (HSCZ)
Flexshares Tr Cr Scored Long (LKOR)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive Wealth Management

Top funds holding Flexshares Tr undefind

Thrivent Financial for Lutherans
Jane Street
Comprehensive Wealth Management
Citadel Advisors
Cetera Investment Advisers
Northern Trust
LPL Financial
Advisor Group Holdings
CoreCap Advisors
UBS Group
Harbour Investments

View all funds holding Flexshares Tr undefind