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 ↓
Boltwood Capital Management 125,853$6,233,0002.77%
Valtinson Bruner Financial Planning LLC 60,452$3,003,0001.77%
Cedar Wealth Management, LLC 50,881$2,520,0001.25%
3D/L Capital Management, LLC 34,512$1,709,0000.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 20,643$1,022,0000.43%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20,596$1,020,0000.38%
REDW Wealth LLC 19,053$944,0000.32%
RVW Wealth, LLC 36,261$2,000,0000.26%
Institute for Wealth Management, LLC. 15,591$772,0000.15%
Columbia Trust Co 01012016 4,149$205,0000.13%
View complete list of FLEXSHARES TR shareholders