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Flexshares Tr qualt divd idx shares owned by Valued Retirements

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

Historical chart of Valued Retirements investment in Flexshares Tr qualt divd idx

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All positions including Flexshares Tr qualt divd idx held by Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 15k 71.71
2024-06-30 $1000k 15k 66.51
2024-03-31 $991k 15k 65.91
2023-12-31 $925k 15k 61.53

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View all positions for Valued Retirements

Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Tiaa Trust, National Association
Keybank National Association
VeraBank
Carnick & Kubik
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Morgan Stanley
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