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Flexshares Tr shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Flexshares Tr (NFRA) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.5M 161k 53.19
2024-03-31 $10M 189k 54.59
2023-12-31 $229k 4.3k 53.50

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Flexshares Tr

Northern Trust
Capstone Financial Advisors
Alaska Permanent Capital Management
APCM Wealth Management for Individuals
Camden Capital
Morgan Stanley
Wealth Enhancement Advisory Services
Envestnet Asset Management
United Bank
Austin Wealth Management
NBT Bank
Boltwood Capital Management
Stephenson National Bank & Trust
Money Design
Wealth Architects

View all funds holding Flexshares Tr