Valtinson Bruner Financial Planning LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is RAVI and the CUSIP is 33939L886. A total of 54 filers reported holding FLEXSHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q1 2023$400,105
-74.5%
5,349
-74.6%
0.23%
-76.4%
Q3 2022$1,568,000
-1.1%
21,081
-1.0%
0.97%
+0.2%
Q2 2022$1,585,000
-9.4%
21,292
-8.9%
0.97%
-3.5%
Q1 2022$1,749,000
+6.8%
23,371
+7.9%
1.00%
+11.6%
Q4 2021$1,637,000
-9.3%
21,660
-8.7%
0.90%
-9.4%
Q3 2021$1,804,000
+3.2%
23,717
+3.4%
0.99%
-0.9%
Q2 2021$1,748,000
+12.8%
22,947
+12.8%
1.00%
+9.4%
Q1 2021$1,550,000
-7.4%
20,348
-7.3%
0.91%
-13.0%
Q4 2020$1,674,000
-40.4%
21,950
-40.4%
1.05%
-46.6%
Q3 2020$2,807,000
-11.0%
36,835
-10.8%
1.97%
-12.2%
Q2 2020$3,154,000
+6.1%
41,291
+4.7%
2.24%
-6.6%
Q1 2020$2,974,000
+2.7%
39,423
+3.2%
2.40%
+15.4%
Q4 2019$2,895,000
-16.7%
38,209
-16.7%
2.08%
-26.6%
Q3 2019$3,477,00045,8962.83%
Other shareholders
FLEXSHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Landmark Financial Advisors, LLC 147,614$11,041,5524.85%
Boltwood Capital Management 57,240$4,281,5521.60%
Financial Network Wealth Management LLC 21,964$1,642,9070.81%
INTERACTIVE FINANCIAL ADVISORS, INC. 10,956$819,5670.52%
Sowell Financial Services LLC 82,937$6,2040.48%
1776 Wealth LLC 8,613$644,2520.39%
SILVER OAK SECURITIES, INCORPORATED 27,627$2,0670.34%
Colonial River Wealth Management, LLC 6,622$495,3260.29%
Raab & Moskowitz Asset Management LLC 10,356$774,5910.28%
Chicago Partners Investment Group LLC 59,044$4,418,2400.26%
View complete list of FLEXSHARES TR shareholders