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Flexshares Tr qlt div def idx shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Flexshares Tr qlt div def idx (QDEF) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Flexshares Tr qlt div def idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qlt div def idx held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr qlt div def idx by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $108k 1.7k 64.21
2023-12-31 $99k 1.7k 59.06
2023-09-30 $91k 1.7k 54.09
2023-06-30 $114k 2.0k 55.90

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Flexshares Tr qlt div def idx

RVW Wealth
Sloy Dahl & Holst
Raymond James & Associates
Greenleaf Trust
Creative Planning
Red Tortoise
Royal Bank of Canada
Bank of America Corporation
Commonwealth Equity Services
Franklin Resources
Benedetti & Gucer
Secured Retirement Advisors
AE Wealth Management
UBS Group
William Blair $ Company

View all funds holding Flexshares Tr qlt div def idx