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Flexshares Tr qualt divd idx shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors 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 ORBA Wealth Advisors 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 3.0k 71.71

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View all positions for ORBA Wealth Advisors

Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Keybank National Association
VeraBank
Carnick & Kubik
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Ledyard National Bank
Orion Portfolio Solutions
Bank of New York Mellon
Sontag Advisory
Bridges Investment Management
Jpmorgan Chase & Co
CFS Investment Advisory Services
Colony

View all funds holding Flexshares Tr qualt divd idx