FFA
RAVI icon

Farther Finance Advisors’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Farther Finance Advisors’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6K Buy
194
+2
+1% +$151 ﹤0.01% 3868
2025
Q4 		$14.5K Buy
+192
New +$14.5K ﹤0.01% 3650
2024
Q4 		– Sell
-705
Closed -$53.3K – 4127
2024
Q3 		$53.3K Hold
705
– – ﹤0.01% 1612
2024
Q2 		$53K Hold
705
– – ﹤0.01% 1392
2024
Q1 		$53K Hold
705
– – ﹤0.01% 1167
2023
Q4 		$52.9K Hold
705
– – ﹤0.01% 1015
2023
Q3 		$53K Buy
+705
New +$52.8K 0.01% 758

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return