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Flexshares Tr us qt lw vlty shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 400 71.95
2025-06-30 $27k 400 68.10

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View all positions for MAI Wealth Advisors

Top funds holding Flexshares Tr us qt lw vlty

Northern Trust
LPL Financial
Morgan Stanley
United Bank
Peoples Financial Services
Crestwood Advisors
Private Advisor
BEAM Asset Management
Old Mission Capital
Coppell Advisory Solutions
Mml Investors Services
Herold Advisors
Goldman Sachs Group
Citadel Advisors
Colonial River Wealth Management

View all funds holding Flexshares Tr us qt lw vlty