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

FLEXSHARES TR's ticker is LKOR and the CUSIP is 33939L753. A total of 17 filers reported holding FLEXSHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,383$464,0000.18%
20/20 Capital Management, Inc. 5,081$309,0000.09%
CreativeOne Wealth, LLC 4,250$267,0000.02%
LPL Financial LLC 44,109$2,773,0000.00%
NORTHERN TRUST CORP 276,718$14,682,0000.00%
JANE STREET GROUP, LLC 17,091$1,075,0000.00%
WELLS FARGO & COMPANY/MN 0$00.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
ENVESTNET ASSET MANAGEMENT INC 4,510$284,0000.00%
UBS Group AG 731$46,0000.00%
View complete list of FLEXSHARES TR shareholders