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Flexshares Tr shares owned by ORBA Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr (NFRA) shares owned by ORBA Wealth Advisors from 13F filings

Historical chart of ORBA Wealth Advisors investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr held by ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $514k 9.6k 53.50

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View all positions for ORBA Wealth Advisors

Top funds holding Flexshares Tr

Alaska Permanent Capital Management
APCM Wealth Management for Individuals
Jane Street
WCG Wealth Advisors
Wealth Enhancement Advisory Services
NBT Bank
Austin Wealth Management
Boltwood Capital Management
Stephenson National Bank & Trust
Wealth Architects
CX Institutional
Money Design
HPM Partners
Brio Consultants
Missouri Trust & Investment

View all funds holding Flexshares Tr