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FLEXSHARES TR MORNSTAR usmkt shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in FLEXSHARES TR MORNSTAR usmkt

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All positions including FLEXSHARES TR MORNSTAR usmkt 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 MORNSTAR usmkt by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 1.2k 212.84
2024-06-30 $262k 1.3k 199.85

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
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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 MORNSTAR usmkt

Northern Trust
Capstone Financial Advisors
SageView Advisory Group
Morgan Stanley
Commonwealth Equity Services
Envestnet Asset Management
RVW Wealth
Efficient Advisors
LPL Financial
_Sentinel Trust Company, LBA______________
Mml Investors Services
Strategic Blueprint
Cambridge Investment Research Advisors
CI Private Wealth
Wealthstream Advisors

View all funds holding FLEXSHARES TR MORNSTAR usmkt