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Flexshares Tr m star dev mkt shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Flexshares Tr m star dev mkt (TLTD) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $975k 10k 93.99

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View all positions for WealthPlan Investment Management

Top funds holding Flexshares Tr m star dev mkt

Northern Trust
Capstone Financial Advisors
Envestnet Asset Management
Harbour Trust & Investment Management
Commonwealth Equity Services
Mml Investors Services
Cornerstone National Bank & Trust
SageView Advisory Group
Creative Planning
LPL Financial
Morgan Stanley
Jane Street
Cetera Investment Advisers
LRI Investments
First PREMIER Bank

View all funds holding Flexshares Tr m star dev mkt