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Flexshares Tr us qt lw vlty shares owned by BEAM Asset Management

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

Historical chart of BEAM Asset 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 BEAM Asset 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 BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 15k 66.50
2024-06-30 $939k 15k 62.33

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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
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Vaneck Etf Trust Inflation Alloca (RAAX)
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Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for BEAM Asset Management

Top funds holding Flexshares Tr us qt lw vlty

Northern Trust
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
Royal Bank of Canada
BEAM Asset Management
Herold Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding Flexshares Tr us qt lw vlty