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Flexshares Tr qualt divd idx shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Flexshares Tr qualt divd idx (QDF) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Flexshares Tr qualt divd idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qualt divd idx held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr qualt divd idx by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 3.2k 71.71
2024-06-30 $213k 3.2k 66.51
2024-03-31 $211k 3.2k 65.91
2023-12-31 $394k 6.4k 61.53

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View all positions for Delap Wealth Advisory

Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Tiaa Trust, National Association
Keybank National Association
VeraBank
Bank of America Corporation
LPL Financial
Envestnet Asset Management
UBS Group
Baird Financial
Ledyard National Bank
Orion Portfolio Solutions
Bank of New York Mellon
Sontag Advisory
Bridges Investment Management
Wealth Enhancement Advisory Services

View all funds holding Flexshares Tr qualt divd idx