HERITAGE WEALTH MANAGEMENT, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is TDTF and the CUSIP is 33939L605. A total of 64 filers reported holding FLEXSHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2022$22,698,000
+94475.0%
9000.0%0.01%
+33.3%
Q1 2022$24,000
-4.0%
9000.0%0.01%
-33.3%
Q3 2021$25,0009000.01%
Other shareholders
FLEXSHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 295,003$6,967,9746.89%
Allen Capital Group, LLC 295,003$6,967,9746.89%
VeraBank, N.A. 197,374$4,661,9742.33%
Blue Trust, Inc. 4,894,807$114,5382.05%
Benedetti & Gucer, Inc. 105,222$2,4851.82%
Kendall Capital Management 147,373$3,4811.76%
Kaizen Financial Strategies 70,043$1,681,7321.66%
Chesapeake Wealth Management 108,387$2,560,1001.12%
TIEMANN INVESTMENT ADVISORS, LLC 71,868$1,697,5411.00%
CREATIVE FINANCIAL DESIGNS INC /ADV 285,294$6,738,6501.00%
View complete list of FLEXSHARES TR shareholders