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Flexshares Tr qlt div def idx shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Flexshares Tr qlt div def idx (QDEF) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $658k 9.4k 70.22
2024-09-30 $607k 8.5k 71.51
2024-06-30 $474k 7.2k 65.56
2024-03-31 $391k 6.1k 64.21
2023-12-31 $301k 3.9k 77.03

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Top funds holding Flexshares Tr qlt div def idx

Northern Trust
LPL Financial
RVW Wealth
Sloy Dahl & Holst
Raymond James Financial
Raymond James & Associates
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mml Investors Services
Creative Planning
Greenleaf Trust
Red Tortoise
Cetera Investment Advisers
L & S Advisors
Rik Saylor Financial

View all funds holding Flexshares Tr qlt div def idx