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Flexshares Tr us qt lw vlty shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Flexshares Tr us qt lw vlty (QLV) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Flexshares Tr us qt lw vlty

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr us qt lw vlty held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr us qt lw vlty by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 27k 66.50
2024-06-30 $1.7M 27k 62.33

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Flexshares Tr us qt lw vlty

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Morgan Stanley
United Bank
Crestwood Advisors
Mml Investors Services
Colonial River Wealth Management
Axxcess Wealth Management
Susquehanna International
BEAM Asset Management
Herold Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors
Wealthcare Advisory Partners

View all funds holding Flexshares Tr us qt lw vlty