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Flexshares Tr shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Flexshares Tr (NFRA) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 487 63.05
2025-06-30 $30k 485 61.94
2025-03-31 $28k 481 57.66

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Flexshares Tr

Northern Trust
Capstone Financial Advisors
Alaska Permanent Capital Management
APCM Wealth Management for Individuals
Camden Capital
Envestnet Asset Management
Morgan Stanley
CX Institutional
United Bank
Citadel Advisors
Austin Wealth Management
Jane Street
NBT Bank
Boltwood Capital Management
Money Design

View all funds holding Flexshares Tr