Lucia Wealth Services, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is QDF and the CUSIP is 33939L860. A total of 85 filers reported holding FLEXSHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2020$97,000
+16.9%
2,3000.0%0.03%
-3.7%
Q1 2020$83,000
-49.7%
2,300
-32.4%
0.03%
-47.1%
Q4 2019$165,000
+73.7%
3,400
+61.9%
0.05%
+59.4%
Q3 2019$95,000
+1.1%
2,1000.0%0.03%0.0%
Q2 2019$94,0000.0%2,1000.0%0.03%0.0%
Q1 2019$94,000
-5.1%
2,1000.0%0.03%
+3.2%
Q3 2018$99,0002,1000.03%
Other shareholders
FLEXSHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 67,737$11,865,00012.96%
VeraBank, N.A. 391,205$23,996,00012.13%
Horizon Family Wealth, Inc. 75,913$4,657,0004.75%
HC FINANCIAL ADVISORS INC 55,602$3,411,0001.90%
Sageworth Trust Co of South Dakota 19,525$1,198,0001.84%
Transform Wealth, LLC 266,283$16,334,0001.71%
Lenox Wealth Advisors, LLC 196,804$12,072,0001.44%
Bryn Mawr Capital Management, LLC 55,183$3,385,0001.28%
Ledyard National Bank 216,227$13,263,0001.27%
TIAA, FSB 4,995,671$306,434,0001.01%
View complete list of FLEXSHARES TR shareholders