Herold Advisors »

Flexshares Tr m star dev mkt shares owned by Herold Advisors

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

Historical chart of Herold 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 Herold Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flexshares Tr m star dev mkt by Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $547k 7.6k 71.67
2023-12-31 $574k 8.4k 68.30
2023-09-30 $496k 7.9k 62.55
2023-06-30 $556k 8.6k 64.91

More positions owned by Herold Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Abbvie (ABBV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Etf Ser Solutions Distillate Us (DSTL)
Amazon (AMZN)
Home Depot (HD)
Wal-Mart Stores (WMT)

View all positions for Herold Advisors

Top funds holding Flexshares Tr m star dev mkt

Northern Trust
Capstone Financial Advisors
Envestnet Asset Management
Efficient Advisors
Commonwealth Equity Services
Jane Street
Harbour Trust & Investment Management
Flow Traders US
Morgan Stanley
LPL Financial
Mutual Advisors
Baird Financial
Bridges Investment Management
Hanlon Investment Management
Citadel Advisors

View all funds holding Flexshares Tr m star dev mkt