LIBERTY WEALTH MANAGEMENT LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is ESG and the CUSIP is 33939L696. A total of 40 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2021$12,0000.0%1160.0%0.00%
-20.0%
Q2 2021$12,0001160.01%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 88,699$9,3594.57%
INTERACTIVE FINANCIAL ADVISORS, INC. 34,943$3,682,4082.48%
FIRST UNITED BANK & TRUST 40,353$4,252,3671.98%
Roof Eidam Maycock Peralta, LLC 11,914$1,255,4600.41%
RVW Wealth, LLC 16,963$1,787,5810.22%
Buttonwood Financial Advisors Inc. 2,673$281,6690.18%
Capital Advisory Group Advisory Services, LLC 2,500$263,4530.15%
Well Done, LLC 4,816$507,5330.11%
Empire Financial Management Company, LLC 2,143$225,8310.10%
NovaPoint Capital, LLC 2,073$218,4550.09%
View complete list of FLEXSHARES TR shareholders