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Flexshares Tr m star dev mkt shares owned by Trace Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr m star dev mkt (TLTD) shares owned by Trace Wealth Advisors from 13F filings

Historical chart of Trace Wealth Advisors 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 Trace Wealth Advisors 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 Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 88.74
2025-06-30 $1.1M 14k 83.46

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Qualcomm (QCOM)
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View all positions for Trace Wealth Advisors

Top funds holding Flexshares Tr m star dev mkt

Northern Trust
Capstone Financial Advisors
Envestnet Asset Management
Harbour Trust & Investment Management
Mml Investors Services
Commonwealth Equity Services
Cornerstone National Bank & Trust
Flow Traders US
SageView Advisory Group
Sageworth Trust Company
Cetera Investment Advisers
Jpmorgan Chase & Co
LRI Investments
Efficient Advisors
First PREMIER Bank

View all funds holding Flexshares Tr m star dev mkt