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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

Tip: Access up to 7 years of quarterly data

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
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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View all positions for Forum Financial Management

Top funds holding Flexshares Tr m star dev mkt

Jane Street
Efficient Advisors
Flow Traders US
SageView Advisory Group
Commonwealth Equity Services
Harbour Trust & Investment Management
Citadel Advisors
Mutual Advisors
Baird Financial
Bridges Investment Management
Hanlon Investment Management
Raymond James Financial Services Advisors
Park National Corp
H D Vest Advisory Services
Bank Of Montreal

View all funds holding Flexshares Tr m star dev mkt