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Flexshares Tr qlt div def idx shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Flexshares Tr qlt div def idx (QDEF) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Flexshares Tr qlt div def idx

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All positions including Flexshares Tr qlt div def idx held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 4.7k 71.51
2024-06-30 $307k 4.7k 65.56
2024-03-31 $300k 4.7k 64.21
2018-12-31 $238k 5.5k 43.04

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View all positions for Pensionmark Financial Group

Top funds holding Flexshares Tr qlt div def idx

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

View all funds holding Flexshares Tr qlt div def idx