Flexshares Tr m star dev mkt shares owned by Forum Financial Management
Quarter-by-quarter ownership of Flexshares Tr m star dev mkt (TLTD) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Flexshares Tr m star dev mkt
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All positions including Flexshares Tr m star dev mkt held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Flexshares Tr m star dev mkt by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $281k | 4.1k | 68.89 |
| 2024-09-30 | $306k | 4.1k | 75.00 |
| 2024-06-30 | $285k | 4.1k | 69.91 |
| 2024-03-31 | $292k | 4.1k | 71.66 |
| 2023-12-31 | $279k | 4.1k | 68.29 |
| 2023-09-30 | $255k | 4.1k | 62.55 |
| 2023-06-30 | $265k | 4.1k | 64.90 |
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