SUMMIT WEALTH & RETIREMENT PLANNING, INC. - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is LKOR and the CUSIP is 33939L753. A total of 10 filers reported holding FLEXSHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of FLEXSHARES TR
ValueSharesWeighting
Q1 2022$334,000
-14.1%
6,408
-2.7%
0.12%
-11.3%
Q4 2021$389,000
-5.6%
6,587
-4.4%
0.13%
-11.9%
Q3 2021$412,0000.0%6,887
+1.5%
0.15%
-0.7%
Q2 2021$412,000
-3.7%
6,787
-8.9%
0.15%
-4.4%
Q1 2021$428,000
-7.8%
7,448
+0.9%
0.16%
-9.7%
Q4 2020$464,000
+70.0%
7,383
+68.3%
0.18%
+50.4%
Q3 2020$273,0004,3860.12%
Other shareholders
FLEXSHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,408$334,0000.12%
Boltwood Capital Management 4,369$228,0000.09%
Hanlon Investment Management, Inc. 3,888$203,0000.04%
CENTAURUS FINANCIAL, INC. 3,745$195,0000.02%
Spire Wealth Management 3,758$196,0000.01%
Cetera Investment Advisers 4,539$236,0000.00%
LPL Financial LLC 15,654$816,0000.00%
EverSource Wealth Advisors, LLC 50$3,0000.00%
WELLS FARGO & COMPANY/MN 0$00.00%
NORTHERN TRUST CORP 26,853$26,0000.00%
View complete list of FLEXSHARES TR shareholders