Lake Point Wealth Management - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is TDTF and the CUSIP is 33939L605. A total of 61 filers reported holding FLEXSHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2022$13,546,000
-9.3%
537,111
-2.5%
7.70%
+11.4%
Q1 2022$14,928,000
+132.3%
550,638
+140.3%
6.91%
+146.1%
Q4 2021$6,425,000229,1302.81%
Other shareholders
FLEXSHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Evensky & Katz LLC 961,396$23,986,0003.94%
Arlington Financial Advisors, LLC 318,119$7,888,0003.72%
NICOLET BANKSHARES INC 222,389$5,549,0002.38%
NOTTINGHAM ADVISORS, INC. 296,569$7,399,0001.01%
Charles Schwab Investment Advisory, Inc. 8,048,823$200,818,0000.72%
WEST PACES ADVISORS INC. 32,730$816,6140.60%
THRIVENT FINANCIAL FOR LUTHERANS 6,534,639$163,040,0000.55%
Global Trust Asset Management, LLC 18,920$472,0000.34%
NORTHSTAR INVESTMENT ADVISORS LLC 54,461$1,359,0000.24%
IFG Advisory, LLC 20,525$512,0000.12%
View complete list of FLEXSHARES TR shareholders