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Flexshares Tr qualt divd idx shares owned by Live Oak Private Wealth

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

Historical chart of Live Oak Private Wealth 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 Live Oak Private Wealth 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 Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $443k 5.6k 79.40

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Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Tiaa Trust, National Association
Keybank National Association
VeraBank
LPL Financial
Bank of New York Mellon
Envestnet Asset Management
Morgan Stanley
UBS Group
Baird Financial
Ledyard National Bank
Sontag Advisory
Bridges Investment Management
Wealth Enhancement Advisory Services
CFS Investment Advisory Services

View all funds holding Flexshares Tr qualt divd idx