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MBMBSD
Showing 7 of 9 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in FLEXSHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 310,227 shares of MBSD (FLEXSHARES TR), worth $6.4M as of 2026-Q2. The position was increased (+60.7% shares). MBSD represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$6.4M

Current Shares

310,227

Total Value Change

+$5.4M

Total Shares Change

+264,725

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
310,227
+60.7%
$6.4M0.0%$20.50
39
2026-Q1
Decreased
193,032
-31.9%
$4M0.0%$20.41
0
2025-Q4
New
283,516
-
$5.9M0.0%$20.36
38
2025-Q2
Exited
0
-100.0%
$00.0%$19.74
0
2025-Q1
Increased
93,012
+11.4%
$1.9M0.0%$19.51
29
2024-Q4
Increased
83,479
+83.5%
$1.7M0.0%$19.00
40
2024-Q3
New
45,502
-
$954,6320.0%$19.40
35

Other major holders of MBSD: NORTHERN TRUST CORP

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