Baystate Wealth Management LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is RAVI and the CUSIP is 33939L886. A total of 52 filers reported holding FLEXSHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2023$5,145
+1.3%
68
+1.5%
0.00%
Q1 2023$5,080
+101500.0%
670.0%0.00%
Q4 2022$5
-99.9%
67
+1.5%
0.00%
-100.0%
Q3 2022$5,0000.0%660.0%0.00%
Q2 2022$5,000
-37.5%
66
-38.9%
0.00%
-100.0%
Q1 2022$8,0000.0%1080.0%0.00%0.0%
Q4 2021$8,0000.0%108
+8.0%
0.00%0.0%
Q3 2021$8,000
+166.7%
100
+194.1%
0.00%
Q2 2021$3,000
-40.0%
34
-45.2%
0.00%
-100.0%
Q1 2021$5,000
+66.7%
62
+77.1%
0.00%
Q4 2020$3,000350.00%
Other shareholders
FLEXSHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Landmark Financial Advisors, LLC 62,870$4,788,0002.58%
Financial Network Wealth Management LLC 57,633$4,389,0002.51%
Newport Wealth Strategies, Inc. 54,191$4,127,0002.50%
Boltwood Capital Management 43,150$3,286,0001.32%
Valtinson Bruner Financial Planning LLC 23,717$1,804,0000.99%
CIM, LLC 64,142$4,876,0000.76%
Claraphi Advisory Network, LLC 23,558$1,794,0000.63%
Raab & Moskowitz Asset Management LLC 13,654$1,040,0000.38%
1776 Wealth LLC 8,146$620,0000.35%
Vista Private Wealth Partners. LLC 11,116$846,0000.35%
View complete list of FLEXSHARES TR shareholders