Valtinson Bruner Financial Planning LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 38 filers reported holding FLEXSHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q1 2023$811,708
-72.6%
19,929
-73.7%
0.46%
-74.7%
Q3 2022$2,964,000
+3.7%
75,834
+7.2%
1.83%
+5.1%
Q2 2022$2,858,000
-9.2%
70,750
+1.6%
1.74%
-3.3%
Q1 2022$3,146,000
+1.5%
69,632
+10.0%
1.80%
+6.1%
Q4 2021$3,100,000
-3.2%
63,277
-1.7%
1.70%
-3.4%
Q3 2021$3,201,000
+1.5%
64,358
+2.0%
1.76%
-2.5%
Q2 2021$3,154,000
+5.0%
63,118
+4.4%
1.80%
+1.9%
Q1 2021$3,003,000
-8.0%
60,452
-8.9%
1.77%
-13.6%
Q4 2020$3,264,000
+17.6%
66,387
+10.5%
2.05%
+5.2%
Q3 2020$2,776,000
-12.9%
60,079
-11.5%
1.95%
-14.1%
Q2 2020$3,187,000
+26.6%
67,876
+13.4%
2.26%
+11.5%
Q1 2020$2,517,000
-12.4%
59,835
+1.5%
2.03%
-1.6%
Q4 2019$2,874,000
-20.4%
58,925
-21.8%
2.06%
-29.9%
Q3 2019$3,611,00075,3652.94%
Other shareholders
FLEXSHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
REDW Wealth LLC 471,142$21,823,0006.48%
United Bank 256,748$11,893,0006.30%
Boltwood Capital Management 174,993$8,106,0003.13%
Valtinson Bruner Financial Planning LLC 69,632$3,146,0001.80%
Cedar Wealth Management, LLC 72,145$3,342,0001.35%
Financial Network Wealth Management LLC 48,331$2,239,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 37,108$1,719,0000.80%
Coury Firm Asset Management LLC 10,906$505,0000.44%
FIDUCIENT ADVISORS LLC 21,313$987,0000.37%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 18,614$862,0000.30%
View complete list of FLEXSHARES TR shareholders