Selective Wealth Management, Inc. Flexshares Quality Div Defensi Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding QDEF
# of Institutions
94Shares Held
4.63MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.24MShares$233 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC151KShares$10.9 Million0.0% of portfolio
-
Rvw Wealth, LLC88KShares$6.33 Million0.63% of portfolio
-
Flputnam Investment Management CO Portland, ME69.2KShares$4.98 Million0.09% of portfolio
-
Sloy Dahl & Holst, LLC66.4KShares$4.77 Million0.89% of portfolio